Drives higher conversion rates by surfacing hidden upsell and cross-sell triggers from customer interactions, enabling targeted and timely sales outreach.
Identify Expansion Opportunities
- Surfaces buying signals from unstructured text in emails and meeting notes.
- Identifies customer questions that indicate interest in additional products or services.
- Correlates high engagement with specific proposal sections to pinpoint upsell potential.
- Flags accounts with increasing positive sentiment for proactive outreach.
Accelerate Deal Velocity
- Pinpoints customer objections or concerns early in the post-proposal stage.
- Prioritizes follow-up activities based on real-time engagement and intent scoring.
- Provides sales teams with consolidated insights to tailor their next conversation.
Reduces manual analysis by automatically consolidating and interpreting disparate customer signals, allowing sales teams to focus on high-value selling activities.
Automate Data Aggregation & Analysis
- Aggregates engagement metrics from proposals, emails, and collateral automatically.
- Processes unstructured text from meeting notes and customer queries to extract key themes.
- Synthesizes disparate data points into a single, unified view of customer interest.
- Eliminates the need for manual review of lengthy email threads and documents.
Enhance Outreach Prioritization
- Ranks accounts based on a unified engagement and intent score.
- Alerts sales reps to critical engagement events, like a key stakeholder viewing pricing.
- Generates summaries of customer sentiment to guide the tone of follow-up communication.
Improves the post-proposal experience by ensuring follow-ups are relevant, timely, and directly address customer concerns, strengthening the overall relationship.
Improve Follow-Up Relevance
- Identifies and extracts specific questions or concerns raised by the customer.
- Maps customer engagement to specific topics, enabling highly targeted responses.
- Provides a historical view of sentiment to inform and personalize ongoing interactions.
Proactively Address Customer Needs
- Detects declining sentiment or engagement to flag at-risk opportunities.
- Highlights unresolved questions from previous communications that require attention.
- Consolidates feedback to ensure a consistent and comprehensive customer response.
Manufacturing
Logistics
Real Estate
Retail
Finance
Healthcare
Hospitality
Automotive
