Quarterly.ai is an enterprise-class, mobile-first sales enablement system designed from the ground-up to satisfy the needs of the modern field sales executive, customer service rep, field support, onboarding and training, and customer success. Quarterly.ai features AI in the cloud and on the edge, generating actionable intelligence from its recommendation engine based both on the aggregation of cloud-based data as well as the unique mobile micro-data that resides in the ‘data exhaust’ we all generate with our mobile devices.
Quarterly.ai automatically tracks all calls made from within Quarterly, as well as all emails sent both within *and outside* Quarterly. It enables you to set reminders manually, and will automatically remind you if you forget to follow-up on your contacts. Quarterly.ai will also periodically check to see who you haven’t followed up with over the last 7, 30, 60 and 90 days and automatically remind you to follow-up. Quarterly’s recommendation engine learns the profile of the people you reach out to, and suggests others from accessible sources (Address Book, Email, Calendar etc.)
Quarterly tracks all your deals and organizations, whether sync’ed from your CRM or entered manually. You can ‘nurture’ deals locally within Quarterly, and choose when to sync them to your CRM. Quarterly also allows you to see at a glance all your contacts at an organization, as well as news about the organization from accessible sources (Twitter, Crunchbase etc.) Quarterly not only enables you to reach out to your deal’s contacts, it also comes up with playbook questions for you to ask in order to move the deal along. Quarterly.ai has context-specific playbook coaching questions that it recommends you answer for any given deal stage. In this way Quarterly coaches you to accelerate deal velocity.
Quarterly automatically tracks what’s on your calendar, and reminds you to follow-up from calendar events (meetings and demos) if you forget. Quarterly can be used to create meetings, which automatically show up in your preferred calendar. Quarterly also ‘mines’ your calendar for past events and past contacts, and suggests outreach to people you haven’t had a meeting with during the last three- six- or more months.
Quarterly also uses the location in the Calendar together with geo-location information from your mobile device to recommend organizations and people you should reach out to because you are in their area, or had meetings with them previously at a particular location.
Quarterly.ai has been built from the ground-up to be a mobile-first, enterprise-class, scalable system. The product has been approved by Salesforce’ security audit, and is an approved partner on the Force.com system. In addition to the mobile app (Android and iOS), Quarterly has a full web-enabled management console (paid version only) where sales managers can track and analyze the progress of their sales reps *in real time*, as well as set goals, playbook questions, and perform other management functions. Quarterly.ai’s recommendation engine utilizes AI on both the cloud and on the edge (on the mobile device itself.) For instance, the cloud-based AI can integrate data from CRM, Newsfeed, Marketing Automation, and other sources to offer up suggestions for “next best actions.” Conversely, AI on the edge can analyze the “vapor-trail” of data generated by sales executives on their mobile devices to create actionable recommendations on their device, e.g. who else to contact in a given region or zip-code.
Quarterly.ai’s microservices-based, serverless scalable architecture makes it very easy to adapt Quarterly to other enterprise-class systems. Quarterly.ai comes out-the-box with integrations to Gmail, Outlook, Salesforce, Twitter, and LinkedIn (via download of LinkedIn CSV file only.) Custom integrations and APIs are available upon request.