Sales Automation Edition

Optimize your Sales Process with Intelligent Automation

Package details

Starter workflows

Lead to Opportunity

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.

Marketing

Sales

Support

Opportunity Management

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.

Sales

Chat

Streamlined Closing

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.

Sales

Sign

Billing

Finance

Project Management

Farming

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

Chat

Interactions

Custom solution

Don’t see what you’re looking for?

  • ?
<90
seconds

Go live implemention

Vision to production in weeks

  • 1

    Discovery Workshop
    (1-2 hrs)

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building session (1-4hrs)

    Outcome: Working Automation

  • 3

    Pre-roll out testing & business unit training

  • 4

    Go live!

Package includes

  • Connectors for Sales related systems
  • Starter Sales workflows & 10,000+ community automations
  • Implementation workshops
  • AL/ML Workbot
  • Forum, email, chat and phone support (concierge service available)
Starting at $1499/month

billed annually