Boosting Sales Momentum & Customer Excellence
AI End-to-End Process and Knowledge Base Automation
Remove 15+ Hours/Week of Data Entry
Empower your reps to get back to what they do best, building relationships, building pipeline, and closing deals
The Sunk Cost per Rep/Year
Based on an annual salary of $95K, this is amount your paying sales reps to sit behind a computer and enter data
Massive Training Time Savings
Onboarding new reps and training existing one’s on CRM best practices is costly, your time and theirs – get it back!
Connect with 6,000+ apps
AI workflow automation involves using artificial intelligence, web-hooks, and APIs to automate and streamline time consuming repetitive tasks within a business process to enhance efficiency and productivity in business operations. Beyond that, AI workflow automation makes it easier to efficiently scale growth by integrating a wide range of digital tools (e.g., Salesforce, Google, Microsoft, Airtable, ChatGPT, Slack, etc) and orchestrating the automation of routine tasks within and between core business processes.
PRODUCTIVITY ENHANCEMENTS
The Sales and Customer Success process is robust, complex, and high touch-point mandated.
These conditions are ripe for workflow automations. With sequenced and smart automation we utilize the speed and accuracy of technology to complete tasks and action items instantly, with greater precision.
EFFICIENCY BENEFITS
Actions, Tasks, Data Entry, and other Touch Points completed instantly
A critical win for using workflow automations is how quickly you can implement them into your existing processes. They do not change the software/apps you already use, workflow automations just connect them and make them talk to each other
- We Start with a Trigger
- We Then Create the Action(s)
- And finally, sit back and enjoy!
Why is your team still spending 63% of their time on data entry?
You can implement automations in 3 days or less, without disrupting your current processes or systems.
- Boost sales momentum by enabling reps to focus on selling
- Increase operational efficiency and slash onboarding time
- Enhance the customer experience with instant follow-up
Build AI Automations & Assistants Trained on Your Business
AI THAT KNOWS YOUR BUSINESS
Create a custom AI knowledge base in minutes
Easily connect your company data and knowledge to AI to answer any employee questions, get updates on projects, respond to customers faster, and much more. Always accurate and on-brand.
- Accurate Answers
- Automate Complex Tasks
- Document Verification
AI THAT SPEAKS LIKE YOU
Build internal AI assistants customized to your business, trained on your knowledge and shared across the team.
Embed your brand’s unique voice into AI assistants, ensuring they communicate with the same style and tone as your team. Just input examples of your content, and the assistant will be trained on your writing style, guaranteeing on-brand communication across all interactions.
- Respond to emails and customer questions
- Create and Automate RFPs
- Connect with Knowledge Base
Features to power up your sales momentum and customer excellence strategies
WORKFLOWS
Streamlined workflows enable your team to work efficiently and collaboratively, ensuring timely and high-quality deliverables that exceed customer expectations.
AI KNOWLEDGE BASE
An AI-powered knowledge base provides instant, accurate answers to customer inquiries, reducing response times and enhancing customer satisfaction.
ACCESS ALL AI MODELS
Leveraging multiple AI models allows for tailored, intelligent solutions that cater to diverse customer needs, driving sales growth through personalized experiences.
AI ASSISTANTS
AI assistants offer prompt support to customers, resolving issues quickly and effectively, leading to increased customer loyalty and positive word-of-mouth referrals.
LET'S GO...BEYOND THE PRODUCT
To Boost Sales Momentum and Customer Excellence
Great leaders find innovative new ways of working that power up their business, streamline their go to market goals, and most importantly, support their team with new age tools to boost sales momentum and customer excellence