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Quarterly.ai benefits the entire Sales team:
Sales Executives, Sales Managers and VPs, and Sales Operations

Quarterly.ai for Sales Executives

CRM has created many problems:

  • 70% of sales executives spend at least one hour a day entering data into their CRM
  • Sales executives spend 50% of their sales time searching for leads and news across disparate data systems
  • 45% of sales executives are so overwhelmed by the amount of data that they forget to follow-up with prospects in a timely manner
  • [source: HubSpot survey, 2018]
    Quarterly.ai solves these problems by eliminating excessive time spent on:
  • Data entry intro the CRM
  • Notes and reminders
  • Prospecting and researching contacts and accounts
  • Scheduling meetings and demos
  • In-person coaching activities
  • Researching industry news and account information
  • Quarterly.ai focuses on the four “Rs” of account-based sales:

    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.

    Quarterly.ai for Sales Managers and VPs

    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.

  • Unlock Coaching Opportunities in Real Time: Quarterly.ai allows sales leaders to set and track progress to sales goals and to customize and track answers to deal playbook questions, all in real time. This allows sales leaders to determine immediately which sales executives are missing goals or not following the playbook, and to give them contextual coaching to get them back on track.
  • Obtain Visibility and Insights into the Sales Process: The Quarterly.ai platform gives sales leaders a clear visualization of whom sales have spoken with at each stage of an opportunity. Using this information, sales leaders can work with sales executives to refine the questions to be answered at each stage of the deal.
  • Maintain a “clean” CRM: Quarterly.ai enables field sales executives to synchronize only those contacts,deals and accounts that are relevant to generating accurate forecasts. Sales no longer feels the need to provide “filler” information into the CRM that can lead to over-forecasting or distractions in effort.
  • Quarterly.ai for Sales Operations (SalesOps)

    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.

    Product

    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.

    Product Features

    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.

    AI & Architecture

    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.

    Integrations and APIs

    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.

    Customer Trust and Security

    At Quarterly.ai, Customer Trust is Our #1 Priority. Our customers entrust sensitive data to our care - keeping it secure is our mission. Quarterly.ai was built from the ground up with enterprise security in mind and an ongoing focus on security, data privacy, and GDPR readiness.