Better Handoffs = Better Retention
It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
Account Management
Use AI to turn your CRM data into instantly sharable summaries to make customer conversations 100x easier.
Streamline the Sales Rep to Account Manager handoff process with instant summaries and automated workflows. Your new customers will love when you fully understand their needs in the first conversation.
When accounts are transferred on your team from Account Manager to Account Manager ensure a deep knowledge transfer happens with one click. Create AI powered reports using your CRM data.
Improve the Account Manager to Executive escalations with one-click CRM summaries. Prepare your executives with all the background and customer understanding. Your customers will be impressed!
Come prepared to every Exec Business Review / Quarterly Business Review with the right information at your fingertips.
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Let your CRM data work for you, using automated routing to trigger and manage assignments throughout your sales and customer lifecycle.
Improve customer NPS.
Reduce customer churn.
Speed up time to value.
Increase CSAT.
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It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
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