Challenge: CRM systems have historically been built as siloed systems that modeled customer activity in explicit terms, built for management, not for sales productivity

Capture all sales and revenue interactions automatically.

Sales Challenges

Salespeople spend on average 5 hours a week updating a CRM and still end up with an incomplete view of the funnel.

Eliminate manual entry into CRMs

• Often a sales process intended to create uniformity can add greater complexity with rules, mandated fields, and taxonomy.
• Cunning salespeople often find workarounds that shift what was incomplete data to poor data.
• Data is meaningless if salespeople’s interpretation of prospect interactions is not consistent. Reps may have the same unengaged conversation with a prospective decision-maker resulting in vastly different notes.

Solution

Capture all sales interactions automatically; calls, text messages, emails, and web meetings, everything automatically, combined with other relevant internal and external data sources.

Gather, analyze and classify, pushing into a CRM to make it a single source of engagement data truth.

Discover and customize rules to transform this data into standardized inputs across the CRM to deliver the right insights at the right time to the workforce for recommended actions.

Data quality

Sales leaders often have limited confidence in CRM data, which can mean deal reviews and situational coaching requires hours of further discovery (gathering data, manually checking multiple systems to draw a more complete picture)

This leads to reduced feedback and lengthening feedback cycles, diminishing deal coverage, slow ramp times, longer sales cycles, lower conversion rates, and lost revenue.

Comprehensive sales insights uniformly capturing all interactions provide a company greater confidence in CRM data, ensuring all client communication is synchronized, reportable, and discoverable in the CRM.

Clients insights

Quantifying metrics that matter. With data gathered in one place, every aspect of the salesforce execution can then be quantified into metrics using sales data analytics and AI.

Coaching direction

Metrics help identify whether an issue exists and whether it’s a skill problem or a trait/character problem (grit, determination integrity).

Gather, Discover, Act

With trustworthy custom reporting metrics not only can sales coaching activities can be automated next best actions and recommendations can be instilled.

Automatically update activity, flag calls for manager review, develop sequencing, playlists of cold calls/demos that convert, and create automated next best tasks for sales to follow up.

Strategic decision-making

Provide your organization first-hand access to your customer’s voice, sharing insights through sales, marketing, and client services to align and reach desired outcomes faster.