Revenue Process Automation
Next Step Tasks
Ensure every opportunity is followed up on, every single day.
With our Tracker technology, you can continuously monitor deals for specific events (keywords in discussion, prospect gone cold, etc) and then automatically create tasks for reps to follow up on, with tailored guidance on how to execute next steps.
And best of all, this also works for managers, so you can ensure they're stepping into coach reps at key moments as well.