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BoardEx

BoardEx assists teams in visualizing relationship networks and identifying referral sources for reaching out to executives. Although it lacks sophisticated AI c...

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BoardEx assists teams in visualizing relationship networks and identifying referral sources for reaching out to executives. Although it lacks sophisticated AI c...

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 Snapshot

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

activity
mobile app
bulk search
sales tools
lead scoring
time billing
call recording
sales coaching
verified email
crm integration
lead enrichment
lead management
task management
order management
sales automation
sales enablement
activity tracking
data connectivity
email integration
sales forecasting
activity dashboard
applicant tracking
catalog management
collaboration tool
contact management
content management
customizable forms
meeting scheduling
reportinganalytics
sales acceleration
sales intelligence
account development
attendance tracking
collaboration tools
document management
proposal generation
reporting analytics
cloud based software
field sales software
inventory management
performance tracking
white space analysis
asynchronous learning
business intelligence
procurement management
customizable dashboards
esignature capabilities
file sharing management
real time communication
reporting and analytics
supply chain management
e signature capabilities
embedded crm integration
market signal monitoring
sales analytics software
sales platforms software
data enrichment ai fields
sales pipeline management
access controlspermissions
human resources management
integration with crm tools
sales intelligence software
customizable dashboards views
predictive sales intelligence
compliance and risk management
human resources management hrm
revenue operations intelligence
customer relationship management
crm integration and data services
customer relationship management crm
cross selling up selling recommendations
revenue operations intelligence software
activity tracking reporting and analytics
sales intelligence via technology tracking

Pros

  • Easy to navigate for relationship mapping
  • Advanced search speeds executive research
  • Comprehensive executive and board information

Cons

  • LinkedIn profile links can be incorrect sometimes
  • Coverage might be weaker in some regions

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.