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Introducing Quarterly.ai - The First Intelligent Assistant for Sales

Life exists beyond the CRM.
That's why we invented Quarterly.

Standard CRM vs. Intelligent Assistant

Sales Reps

Standard CRM

Intelligent Assistant

Wasted time entering data. Sales reps have to manually enter sales data.
Just sell - no typing. Quarterly.ai monitors all activity in real time and syncs it immediately to the CRM.
Missed opportunities. CRM provides no help setting reminders to follow-up, complete tasks etc.
Never miss an opportunity. Quarterly.ai automatically generates reminders, creates tasks, and tracks activity against deal velocity.
Insufficient prospect information. Setup requires manual integration with 3rd-party data brokers, content suppliers etc.
Gain the information edge! Quarterly.ai pushes the right content about the right organization to the right sales rep at the right time.
Fewer, slower closes. CRM provides no coaching or training to help sales reps close deals.
Close more deals faster. Quarterly.ai uses smart, customizable playbooks to suggest the right questions to accelerate deal velocity.
Sales Managers

Standard CRM

Intelligent Assistant

Costly & complicated implementation. Requires time and an expensive consultant to set up and configure.
Start immediately, no hidden costs. Quarterly.ai is configured out-of-the-box to sales reps' workflows (email, calendar, CRM and social networks.)
Too many reports. Requires managers to run a report every time to track the sales team.
Team updates at a glance. Follow your sales team in real time using Quarterly.ai's unique "infographic".
What is my sales team doing? Data entered by sales reps is often incomplete, outdated and inaccurate.
Know what's going on! Monitors all sales team activity in real time, presents it as an infographic, and syncs it with the CRM.
Wasted outreach efforts. Sales reps receive a long list of MQLs, SQLs etc. with no outreach guidance or assistance.
Conduct better outreach. Quarterly.ai reminds sales reps of the right person to contact at the right organization at the right time.
Wasted time nagging sales reps. Managers waste time reminding sales reps of the basics.
Focus on high-value coaching. Quarterly's smart playbooks and unique "habit engine" provide "basics" coaching automatically so the manager can focus on higher-level coaching.
Too many "B" players. Does not explain to managers why some sales reps are more successful than others.
Turn "B" players into "A" players. Quarterly.ai uncovers differences between sales reps from unique mobile microdata, and then coaches the "B's" to become "A's".

Quarterly.ai gives you

Smart Recommendations for your next-best action, wherever you are

Actionable Intelligence that increases deal velocity, based on deal context

Playbook-Based Coaching in the palm of your hand

Real Time Information on your sales team’s activities

25 Years ago, CRM arrived on the scene. Since then, four major technology innovations have revolutionized the enterprise:

Data Everywhere

Social Media

Mobile Devices

Artificial Intelligence

It’s time for the next revolution in account-based sales: Quarterly.ai!

Quarterly.ai’s unique AI-based recommendation engine leverages these innovations to Accelerate Sales and Increase Revenue. Quarterly uses Augmented Intelligence to learn from interactions with the users, making Quarterly better the more you use it.