Missing Data: >50% of emails, calls, texts and meetings missing in CRM, and manual data entry is often delayed, incomplete or wrong. Managers spend just as much time filling the information gaps in CRM as they do analyzing what's there.
Missing Engagement Metrics: managers usually build complex models of deals in their head, taking into account factors like prospect seniority, engagement level, engagement trends, etc. Converting these engagement patterns into metrics requires very advanced engineering work.
Automation Difficulty: even with all the data, translating process and decision rules requires advanced product management and engineering resources to build and maintain.
Our Solution: AI Enabled Bots
Analyze Engagement: Leverage our out-of-the-box engagment analytics or build your own with our intuitive no-code platform.
Codify Your Sales Process: Translate your sales process into business logic with our intuitive interface.
Worker Bots: Let our bots analyze your pipeline continuously in the background to look for issues. Once various conditions are met, you can have the bots automatically trigger the right next best actions across your entire tech stack.
5 Pillars Of Sales Process Optimization
You can't rely on humans to 'follow process' to source your CRM data. There will always be differing behaviors, circumstances and incentives that lead to low-confidence reporting.
Activity tracking must be complete, invisible and work without any human intervention.
Accurate, Contextual, Complete
Managing relationships is an art. So is modeling and presenting data.
In order to convert your team into true data-believers, it's not enough to show them generic analyses and expect them to change behavior. You need a framework to collaboratively iterate on your analyses and experiments.
Every business and customer journey is unique. Generic AI models and cookie-cutter automations can't possibly capture the many nuances that your team/leaders know about your customers.
Analytics software must be customizable enough to leverage these insights.
Quality Control Over Short-Term Gains
The Toyota Production System has been proven as the gold standard in process optimization, allowing companies to dominate in competitive markets for decades (Toyota, Zara, Amazon).
When you make quality your focus, you unlock a perpetual cycle of efficiency gains that make execution a long-term competitive advantage.
Useful to All
Activity Tracking is only 'big brother' when the information is only available and useful to management.
When you make the data work for everyone (reps, management, analysts), the quality of every conversation and decision is elevated. This is where magic happens.