We identify mail, calendar activity and automatically associate Contacts and Activity to the correct Account and Opportunity WITHOUT the Rep getting involved. There is no interface for the Reps.
We look at communication and meeting patterns to create contacts and log activity to the correct Opportunity, Account or Sub Account even if both Accounts have the same email domain.
If we can't gather the required data from mail and calendar, we simply SMS text the Rep on their mobile before and after their customer meeting to get it
We eliminate all activity journaling and significantly reduce the time spent getting everyone else up to speed on the account. In the scenario we need more info than available in the mail, calendar, we prompt the Rep just in time for quick response via mobile text messaging.
SalesDirector.ai AutoScribe connects directly to your Email Server and uses AI to identify mail, calendar activity and automatically associate Contacts and Activity to the correct Account and Opportunity WITHOUT the Rep getting involved. There is nothing to install and there is no interface for the Reps.
We look at communication and meeting patterns to determine which Account or sub Account a contact belongs to.
We look at Account, Opportunity ownership and who else is on the thread to determine the correct place to log the activity.
With fully automatic contact creation and activity journalling, SDRs, BDRs know exactly how has touched an account or contact at the account.
Our patent pending technology automatically figures out what contact and what activity belongs to what opportunity.
Since implementing the platform, we have obtained greater real-time visibility to each sales rep's activity and relationship coverage, in an objective methodology, that ties directly to our sales process