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Automate Your Pipeline Inspection

Ensure Every Opportunity Is Followed Up On, Based On Your Process

Old way of managing sales
STEP 1: ACHIEVE DATA CONFIDENCE

Sales leaders often have low confidence in their CRM data, which means every coaching/deal review needs to be supplemented with hours of additional discovery (rep anecdotes, checking multiple systems, etc.)

This means only a fraction of deals get managerial review/guidance, and revenue slips through the cracks.

Truly was built from the ground up to get every touch point, across every channel, into the right views in CRM, so there's no doubt to slow your team down.

STEP 2: QUANTIFY EVERYTHING

Once you have all the data in one place, every aspect of the rep's sales execution can then be quantified into metrics using sales math and AI.

These metrics then help you identify whether an issue exists (no next step exists), and if it's a skill problem (talks too much) or a will problem (no follow ups).

Truly platform offers the most advanced suite of sales execution metrics in the market 'out of the box', while also making it possible to create your own without writing any code.

Quantify all sales data
detect isues and automate
STEP 3: DETECT, REPORT AND AUTOMATE

Now that you have custom reporting metrics you can trust, you can start automating your pipeline management activities.

Automatically update CRM fields based on customer conversations, score/flag deals at risk, notify reps/managers when a deal falls outsidee the process, and create follow up tasks for your reps with specific guidance on what to do next.

With Truly inspecting your pipeline continuously in the background, you never have to worry about revenue falling through the cracks.

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

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