BoardEx

star star star star star 0.0 (0 reviews) | Sales Tools Software · Sales Analytics Software

Discover how BoardEx maps relationship paths and uncovers referral sources to enhance your executive outreach and drive business success.

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Product Overview

BoardEx assists teams in visualizing relationship networks and identifying referral sources for reaching out to executives. Although it lacks sophisticated AI capabilities, it effectively illustrates the connections between contacts and organizations. Additionally, it monitors individuals' transitions through alerts, reports, and data streams. In summary, it is ideal for teams in business development, marketing, and customer success.

Product Details

What Is BoardEx?

BoardEx is a sophisticated people intelligence platform designed for teams involved in customer success, marketing, and business development that engage with executives and organizations. It charts relationship pathways within a comprehensive executive and company database, assisting users in pinpointing referral sources and connection routes. The platform illustrates how contacts are interconnected through colleagues, alumni, and various affiliations, while also monitoring individuals' movements through alerts, reports, and data feeds. Additionally, users can create targeted lists for outreach initiatives, thought leadership efforts, and email marketing campaigns.

BoardEx Pricing

BoardEx operates on an enterprise subscription-based pricing structure. The cost is influenced by license terms, chosen products, and user needs. To receive a customized pricing quote for your organization, don't hesitate to reach out today!

Please note that prices may vary.

BoardEx Integrations

This software boasts compatibility with various systems and platforms, including:

Salesforce
Dynamics 365

Book a complimentary BoardEx demo to discover more about its integration capabilities.

Who Is BoardEx For?

BoardEx is suited for a diverse array of industries and sectors, such as:

Asset management
Insurance
Investment banking
Legal
Private equity

Is BoardEx Right For You?

If you are a professional in sales, marketing, customer success, or business development who relies on understanding real-world connections, BoardEx enables you to delineate connection paths across executives and organizations using actionable insights derived from extensive data analysis.

BoardEx prioritizes the protection and processing of personal data in compliance with relevant data protection regulations, including the General Data Protection Regulation (GDPR). This makes it a suitable choice if relationship intelligence and data governance are critical to your networking, outreach, and business development strategies.

If you’re still uncertain whether BoardEx is the ideal tool for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

Sales Tools Software Features

cancel Activity

cancel Mobile App

cancel Bulk Search

cancel Sales Tools

cancel Lead Scoring

cancel Time & Billing

cancel Call Recording

cancel Sales Coaching

cancel Verified Email

cancel CRM Integration

cancel Lead Enrichment

cancel Lead Management

cancel Task Management

cancel Order management

cancel Sales Automation

cancel Sales Enablement

check_circle Activity Tracking

cancel Data Connectivity

cancel Email Integration

cancel Sales Forecasting

cancel Activity Dashboard

cancel Applicant Tracking

cancel Catalog management

cancel Collaboration Tool

check_circle Contact Management

cancel Content Management

cancel Customizable Forms

cancel Meeting Scheduling

cancel Reporting/Analytics

cancel Sales Acceleration

cancel Sales Intelligence

cancel Account Development

cancel Attendance Tracking

cancel Collaboration Tools

cancel Document Management

cancel Proposal Generation

cancel Reporting & Analytics

cancel Cloud-Based Software

cancel Field Sales Software

cancel Inventory Management

cancel Performance Tracking

cancel White Space Analysis

cancel Asynchronous Learning

cancel Business Intelligence

cancel Procurement Management

cancel Customizable Dashboards

cancel E‑signature Capabilities

cancel File Sharing & Management

cancel Real-Time Communication

check_circle Reporting and Analytics

cancel Supply Chain Management

cancel E-Signature Capabilities

cancel Embedded CRM Integration

cancel Market Signal Monitoring

cancel Sales Analytics Software

cancel Sales Platforms Software

cancel Data enrichment / AI Fields

cancel Sales Pipeline Management

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Integration With CRM & Tools

cancel Sales Intelligence Software

cancel Customizable Dashboards / Views

cancel Predictive Sales Intelligence

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Revenue Operations Intelligence

cancel Customer Relationship Management

cancel CRM integration and data services

check_circle Customer Relationship Management (CRM)

cancel Cross-Selling & Up-Selling Recommendations

cancel Revenue Operations Intelligence Software

cancel Activity Tracking, Reporting and Analytics

cancel Sales Intelligence (via technology tracking)

Pros & Cons

Pros

checkEasy to navigate for relationship mapping

checkAdvanced search speeds executive research

checkComprehensive executive and board information

Cons

closeLinkedIn profile links can be incorrect sometimes

closeCoverage might be weaker in some regions

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Frequently Asked Questions

The platform offers support through phone and an online contact form.

BoardEx features are used by organizations across a wide range of industries and sectors, including investment banking, asset management, and insurance.

The platform follows an enterprise subscription-based pricing model. The estimated BoardEx price range for the platform depends on license terms, products selected, and user requirements. Get a detailed BoardEx cost breakdown tailored to your specific requirements.

Yes, BoardEx offers an API.

BoardEx primarily supports the English language.

Yes, BoardEx offers a dedicated mobile app.

The software integrates with multiple systems and platforms, including Dynamics 365 and Salesforce.

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