What Is Activity Intelligence?
Eliminate Manual Data Entry Completely. Manage Revenue With Confidence.
The Problem With Manual Data Entry
Not Enough Time: Reps already spend 5 hours a week updating the CRM, but we still end up with an incomplete view of the funnel. We train them, SPIF them, say 'or else', but there just isn't enough time to get us the information we want AND hit the sales number.
"Sales Process" Makes It Worse: CRM is hard enough to use, but in the interest of process, we add even more complexity with required fields, validation rules, etc. Reps being clever as they are find workarounds that cause your data to go from 'incomplete' to 'bad'.
It's All Subjective: What is a "DM Connect" anyway? One of our customers found that 37.5% of the time a rep says they connected with a Decision Maker, the conversation was unengaged with the customer speaking less than 2% of the time. Structured data is meaningless with subjective interpretation.
Eliminate Data Entry Completely
We've created the only 'zero touch' activity capture platform that captures calls, text messages, emails and web meetings without reps having to do a thing.
We then transcribe, analyze and synthesize all of this conversational data, pushing it all into Salesforce to make it your single source of truth for all engagement data.
Finally, our customizable rules engine allows you to transform this data into standardized inputs across all of your CRM objects and fields, so you can get the right information into the right views automatically.
5 Pillars Of Revenue Process Automation
If your tools/process make reps take an extra step, then it's almost guaranteed you're not capturing all of your customer engagement data.
Useful to All
Activity Tracking is only 'big brother' when the information derived is accessible and useful to management alone.
You need to deliver high ROI to your reps, and put this front and center through end-user training.
Every business has a unique product/market/segment/strategy combination. Generic AI models can't possibly capture the many nuances that your team/leaders know about your customers.
Without this business knowledge, your analytics/automation solution will never be fully embraced or trusted by your team.
In The Customer Voice
The problem with call/deal notes is that they're all centered around the seller. 90% of the decisions we make is centered on what the customer cares about.
You need to be able to be able to target and synthesize what the customer cares about, in their voice, and make that information usable across your entire organization (sales, marketing, product, service.)
Let us show you how Revenue Process Automation can save you time and drive revenue in 30 days.
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