Find The Right Plan



per user/mo

Guide sales teams with Next Best Action recommendations.



per user/mo

Prioritize Next Best Actions using sales stage conversion probability.



per user/mo

Add custom process flows, features and data integrations.


Guide and balance multiple processes to align sales behaviors with manager-defined priorities

Proactive Next Best Action recommendations for key processes, such as:

  • Prospecting
  • Hot Leads
  • Qualification
  • Up-Sell
  • Campaigns

Configured card system for navigation, workflows and detailed information drilling

Sales process visual timeline

Salesforce-integrated telephony

  • Click-to-dial
  • Voicemail drop
  • Call recording and playback
  • Auto task logging
  • Local presence
  • Manager listen-in and real-time coaching
  • Text/SMS messaging

Email cadence automation

Salesforce email template integration

Integration with Google/Microsoft email to compose, receive and reply in a single pane, within Salesforce.

Salesforce API real time data synchronization

Deployment within Salesforce Classic or Lightning

Artificial Intelligence (AI) modeling to rank recommended work items by conversion probability, including:

  • Model Development
  • Significant Factor Visualizations
  • Accuracy Calibration and Goodness Rating
  • Real Time Deployment
  • Quarterly Model Re-training and Re-calibration

AI models for multiple pipeline conversion points, such as lead, opportunity or account:

  • Prospecting
  • Qualification
  • Closing
  • Up-sell
  • Retention

AI-based sales process improvement modeling and quarterly recommendations to increase team productivity

  • Touch sequence
  • Duration
  • Email content
  • Qualifying questions

Custom-configured Digital Process Network (DPN) for specialized use cases

Integrations with external or non-standard systems and/or data sources

*Depends on degree of customization.