Sales
Integrate AI Into Your Sales Process
Payment to Kickoff
This process simplifies client onboarding: no more wasting time filling out forms. With one simple dropoff, a Trello board is created with the first card filled with actionable steps. Get started quickly and easily and save time with streamlined client onboarding.
AI Pitch Generation
AI can help you to bring your concept to life and make a persuasive pitch. It can help you refine the concept by adding layers of value proposition, features, benefits, and task list. AI assistance will make sure your idea gets the realization it deserves.
AI Deal Creation
This process accelerates deal processing by enabling automatic data entry and constructing deals using natural language. What's more, CRM is used to pull relevant data to enable actionable insights. Once the deal is created, automated followup suggestions help keep the process moving.
Reporting
Integrate AI Into Your Reporting Process
Deal Centric Report
Easily retrieve and review data from your CRM to make informed decisions; get notified if something isn't right, giving you the opportunity to get back on track; maximize efficiency with automated alerts.
Company Wide Insights
Quickly gain insights into your company's performance with our advanced data extraction tool. Pull any data you need for in-depth analysis. Make data-driven decisions with the most accurate and up-to-date information.
Alerts
Having AI Find Relevant Information
Proactive Alerts
This AI-powered process automates news discovery, allowing you to quickly and easily stay up-to-date on the industry and discover the information that matters for your business. By leveraging the power of AI, it's possible to effortlessly keep tabs on the latest news and jump on opportunities that could benefit your organization. With AI-based news discovery, it's easier than ever to stay ahead of the competition.
