Sales Automation
Lead to Opportunity
Connect the entire Customer Journey for end-to-end insights
Have a 360° view of your customer to personalize your pitch. Stay up to date with every touchpoint and have all your customer data in one place.
Opportunity Management
Create an AI-driven deal desk
Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Streamlined Closing
Streamline Order to Cash & Onboarding Customers
Automate the payment process end-to-end from billing to a smooth handoff to Customer Success for training, support plans and SLAs. When an opportunity is won, automatically send invoices, track payment, and start fulfillment.
Farming
Discover upsell, cross-sell opportunities
Get real-time visibility into your existing accounts (usage and touchpoints) as well as interest from new leads to identify upsell/cross-sell opportunities.
Quickly integrate all your favorite apps
Salesforce
Our Salesforce connector lets you sync lead data across your systems, route leads intelligently, surface product usage data, and trigger an O2C sequence when a deal is closed-won
NetSuite
With our NetSuite connector, you can automatically generate orders when you win a deal, remind managers to approve invoices, and store important customer documents.
Gong
Use our Gong connector to add insights on competitors, budget, and use cases to your CRM, qualify leads, and generate reports without switching between apps
Slack
Our Slack connector lets you approve deals, receive prospecting signal alerts, and retrieve customer usage and support data without leaving the chat.
Getting started with Sales Automation
- Discovery & Research
- Collaborative building session
- Testing & business unit training
- Go live