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The New Way To Understand & Automate Your Sales Journey

Introducing the first Sales Process Optimization platform for Salesforce, no rep manual data entry required. Mine your activity data, automatically update CRM fields, generate funnel metrics and automate management processes.

Trusted By Leading Sales Teams

Before Truly

Reps don't log call notes
Manual CRM data incomplete/wrong
Manually inspect deals one-by-one
No idea who follows the process
Cookie Cutter Sequences
Data Silos + Spreadsheets

After Truly

AI generated call summaries
Automatically updated CRM fields
Automatically surface deal risks
Know if the process actually works
Adaptive, Guided Sales Journeys
Salesforce is the source of truth

Eliminate Manual Data Entry Completely

Reps don't have time to update Salesforce with the information you need. And when they do, studies show that 35% of the data is incomplete or wrong.

Truly analyzes all of your Activity data with AI and updates your CRM with structured data without your reps having to do a thing (call notes, competitive mentions, products discussed and more).

Like A Full Time Analyst Mining Your Activities & Opportunities for Insights

Are reps following our sales process? Does the process even work?

Data analysts spend 20 hours a week cleaning, joining, transforming and analyzing data to answer these simple questions, often with low confidence results. Truly automatically crunches all of your data natively in Salesforce, enabling you to analyze, test and visualize insights directly in the CRM.

Operationalize Your Engagement Data

Create dynamic sales journeys that either guide your team to the right next step, or automate the next step completely by triggering processes in your marketing, sequencing and other systems.

Salesforce Automation

Built for RevOps, Loved By Sales.

Before Truly, activity data in our Salesforce org wasn't very reliable or even usable. Now our CRM really is where I go to get the data I need, and I don't need to double check it against 3-4 different systems. It just works.

Michael M

Love the Truly <> SFDC integration -- it is seriously one of the best integrations with SFDC that I've seen...and it a tremendous help to my workflow

Noah S

On the surface, it's so simple. You deploy it in no time and users just use it without much training/thought. And then you see what's happening under the hood... extremely powerful.

Jacki Leahy

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

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