Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (3)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Calling (5)
Record Calls
Records calls for future reference.
Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (2)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Insights (4)
Notes
Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity.
Automated Emails
Sends automated emails to increase engagement with prospective clients.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Organization (2)
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Call Analytics (4)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
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