Revenue Process Automation

Drive Repeatable Execution Across Your Entire Funnel (All In Salesforce)

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
Galvaninze

QUANTIFY ACTIVITY LIKE NEVER BEFORE

Remove all of the limitations of Salesforce (Task field limitations, search limitations, JOIN limitations, etc) through a new and improved data structure.

Enhance the data on your logged activities by using AI to transcribe and analyze your spoken/written conversations (Talktime Percentage, #Question Asked, Sentiment Score, etc).

Analyze all of your activities and opportunities to quantify every aspect of your customer engagement (Time In Stage, Talktime in Stage, Customer Responsiveness, etc).

CONTINUOUSLY INSPECT YOUR TEAM/FUNNEL AGAINST YOUR PROCESS

Highly customizable trackers allow you to detect deviations from your desired process.

Sales Coaching - identify behavioral patterns that adversely impact performance like talking too much, not asking enough questions, not using correct language, taking too long to respond to emails, etc.

Opportunity Execution - identify deviations from your process like deals being open too long, reps not following up on deals, proposals not being submitted on time, etc.

Forecasting - identify deal risks like customers going cold, mentioning competitor names later in deals, etc.

AUTOMATE THE REVENUE PROCESS WITHOUT CODE

Guide your reps to execute the right next steps through 'next step' tasks and notifications.

Deliver easily digestible insights on pipeline health to your managers and leaders.

Automate the customer journey based on highly customizable deal triggers.

See What Our Customers Are Saying

Revenue Process Automation

Drive Repeatable Execution Across Your Entire Funnel (All In Salesforce)

Trusted By Category Defining Sales& Customer Success Teams

Jackie FNewFront Insurance

Taylor SCloud Kitchens