Workflow automation for sales teams

Intelligent Lead Enrichment

Quickly grab the latest and most relevant data about prospects such as location and size of company, but also more advanced data such as a company’s current tech stack.

• Spend time on only the highest quality leads and improve lead scoring.
• Better understand customer selling and pain points.
• Spend more time reaching out to prospects rather than identifying potential leads.

AI Powered Call Transcription & Summary

Implement AI transcription to easily review transcripts of previous calls rather than wasting time listening back on them. Artificial intelligence text summarization can then summarize the main meeting talking points, as well as identify next steps.

• Save valuable time while never missing or forgetting any important details.
• Gain insight into granular detail, such as the percentages of who talks.
• Enhance productivity and focus on what you care about most: closing deals.

Streamlining Contract Creation

Automate the entire contract generation process, from proposal writing to pricing to e-signing and more. Remove the manual input that takes time away from closing deals.

• Provide unparalleled visibility into contract creation process for all relevant teams, including legal.
• Ensure all contracts are consistent with both company and legal policies.
• Avoid costly mistakes that can be caused by manual data entry.

Commission Tracking

Integrate your CRM with automated triggers for sales plan rules to properly and timely send commission payments. Help your team move efficiently and transparently.

• Eliminate potential errors and discrepancies from manual calculations.
• Provide a clear and transparent record of commissions in on central location.
• Keep sales reps happy and motivated.

KPI & OKR Tracking

View all of the relevant data in one place to maintain a single source of truth customized to your sales team. By streamlining data entry, collection, and reporting, gain real-time visibility into the metrics that are relevant to you.

• Make better, data-driven decisions by identifying trends and patterns.
• Gain a clear view into goals and make progress towards them.
• Reduce and eliminate manual calculation errors.