Connect the entire Customer Journey for end-to-end insights
Have a 360° view of your customer to personalize your pitch. Stay up to date with every touchpoint and have all your customer data in one place.
Create an AI-driven deal desk
Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Streamline Order to Cash & Onboarding Customers
Automate the payment process end-to-end from billing to a smooth handoff to Customer Success for training, support plans and SLAs. When an opportunity is won, automatically send invoices, track payment, and start fulfillment.
Discover upsell, cross-sell opportunities
Get real-time visibility into your existing accounts (usage and touchpoints) as well as interest from new leads to identify upsell/cross-sell opportunities.
Sales and Marketing
Go live implementation
Vision to production in weeks
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
Collaborative building session (1-4hrs)
Outcome: Working Automation
Pre-roll out testing & business unit training