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.
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.
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.
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.