Record - Automate call, email and meeting logging, as well as automatic wireless sync to/from the CRM.
Remind - Automatically generate reminders for calls, emails, meetings, as well as tasks and notes.
Review - All of your account-based data in real-time in the palm of your hand.
Recommend - Quarterly.ai’s augmented intelligence gives you better recommendations to contact the right person at the right time with the right message.
Increase Sales Team Productivity: Quarterly.ai instantly increases sales team productivity, giving sales executives more time to close deals by handling mundane administrative tasks, such as entering data and activities into the CRM, automatically.
Improved Team Visibility and CRM Data Real-Time Team Visibility: Quarterly.ai’s Real-Time Infographic™ provides managers with unprecedented real-time visibility into the progress of their sales teams from our Management Console. The Management Console delivers real-time benchmarking data such as time spent on accounts and opportunities, the number of accounts a sales executive has engaged, number and types of activities by a sales executive, prospect response times, and more.
Better CRM Data: Quarterly.ai’s automated CRM data entry gives sales leaders confidence in the accuracy and completeness of the data underlying CRM-based reports and forecasts.
Customizable Playbook Coaching:Quarterly.ai allows salesops professionals to customize the deal playbook for sales executives, or to use our industry-standard built-in deal playbook. In either case, Quarterly.ai will coach the sales executives through their deals using the playbook questions for the deal’s specific location in the sales funnel.
Improving the Playbook: Quarterly.ai can compare deal outcomes to answers (including non-answers) by sales executives to the company’s playbook questions. Using this comparison, salesops professional can analyse and determine which playbook questions truly increase sales velocity across the sales team.
Deal Tactics Score: Quarterly.ai provides both a “Strategy Score” for a particular account, and a “Tactics Score” for each stage of every deal, which provide detailed and objective measurements of deal velocity and confidence, and the upside impact of capturing a new account.
Account Strategy Score: Have your sales executives rank new accounts based on their strategic importance to your organization. Plan campaigns, discounts, up-sells etc. based on the strategic value that the account can provide.