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The Better Way To Manage
Your (Remote) Revenue Team and Process

Your remote teams' conversations have gone digital, creating more data on customer engagement than ever before. Now you can capture and convert that data into consistent execution, with Revenue Process Automation™

The Old Way

The Old Way: Confusing

The New Way

The New Way: Simplified
Managing revenue has always been an extremely manual process. Built on anecdotes and spreadsheets, sales teams can't get the coverage they want in deal review, coaching and forecasting, which means real revenue slips through the cracks.

With Revenue Process Automation, you can continuously analyze your activity/oppt data against your sales process, to ensure every deal is followed up on appropriately.

All natively in the world's leading CRM (Salesforce).

Capture Every Customer Conversation

Never worry about rep adoption or CRM data accuracy ever again.

Our passive and comprehensive approach to activity capture means that we fit into any workflow that feels most natural to your reps. But don't take our word for it see our Raving Reviews.

Analyze. Calculate. Automate.

Salesforce Automation

Logged activity alone doesn't give you the full picture. What was the quality of the engagement? What was the customer sentiment? What was discussed? Were there next steps? Did we follow up?

Revenue Process Automation™ uses AI and your custom Sales Process Rules to build a quantitative picture of what's happening on every account/deal at every stage of the pipeline from prospecting to close.

It then uses these insights to automate next steps, whether that's a CRM update, a slack notification, a guided next step or a triggered process.

Real-Time Pipeline Intelligence.
Natively In Salesforce.

Salesforce Data Analysis

No more spreadsheets. No more waiting.

Just beautiful, interactive reports on everything you need to proactively address any issues in your pipeline, so you can forecast accurately and even targets.

All in Salesforce.

Easy To Install, Easy To Use

Supports all devices

Truly can be deployed alongside your existing stack, or replace it altogether depending on your budget/needs.

Individual components can be deployed in hours, and the full platform to a team of 50 reps in an average of 2 weeks.

Trusted By Category Defining Sales
& Customer Success Teams

I love how you are able to listen to other colleagues calls while training. That live feature helped me significantly when I was training. I also like that you can see who is actively on a call.

Jackie F
NewFront Insurance

Truly is great because it easily integrates with Salesforce to track my activity - both calls and texts. I also love the voicemail drop feature, as well as the mobile app that syncs flawlessly with my iPhone.

Taylor S
Cloud Kitchens

I love how I can switch my number based on the purpose of my call and how easy Truly is to use. It's awesome I can listen to any of my colleagues phone calls at any time. It was a tremendous learning tool for me in my new job. The voicemail drop function is a game changer.

Billy B

Simply, there is no other product that has the ease of setup, administration and the data quality as Truly. I recommend them to every one of my colleagues.

Michael M

My favorite aspect is that I can take notes during my call in Truly and they will log automatically in Salesforce under that call - HUGE time saver!

Rachel M

Truly stood out against its competitors throughout the sales process. Everyone was very professional and accomadating but where Truly shined was their customer support. I have never had to wait longer than 20 minutes for a reply.

Timothy R

Let us show you how Revenue Process Automation can save you time and drive revenue in 30 days.

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