100% Automated Contact and Activity Capture

Automated Activity Capture for Salesforce or Dynamics
Office 365
Microsoft Dynamics 365

ZERO Change Management

No Client Side Plugins

Automate CRM Data Entry - COMPLETELY

Capture all email and calendar interactions between sellers and buyers WITHOUT any sales rep intervention (no tagging!):

  • Email & Meetings Logging to CRM
  • Automatic Contact Creation in CRM
  • Contact Opportunity Association in CRM
  • Salesforce Classic or Lightning
  • Native Objects
Salesforce Automated CRM Data Entry
Enrich Contacts with Signature Capture

Automatic Contact / Data Enrichment

Leverage Signature Capture Technology to fill in Contact Record with additional information (Title, Phone, Mobile #s, etc):

  • Understand Department and Title Seniority
  • Leverage your Existing Data
  • Know who is Engaged (nor not!)
  • Encourage Multi-threaded conversations
  • Optional 3rd Party Data Enrichment

Server to Server

100% Server to Server. Nothing to Install. No Client Side Plugins. No browser extentions. No CRM Addons. Out of the box integrations with:

  • GSuite / GMail
  • Microsoft Office 365
  • Microsoft Exchange on Premise
  • Salesforce
  • Microsoft Dynamics (Cloud and On Premise)
  • OAuth Connections or Service Accounts
Native CRM Objects

Write Back Data to CRM (Native Objects)

Writeback to Native Salesforce or Dynamics Objects. Native Tasks, Events, Contacts, Leads, etc...

  • Available to your Native CRM Reports
  • Trigger Workflows and Process Builder
  • View in Salesforce Lightning or Classic
  • View in Dynamics
  • Ability to Direct Query Analyzed CRM Data

Ready to automate 90% of CRM data entry and give your reps more time to sell?

Aragon Research 2019 Hot Vendor
Constellation Shortlist for Sales Productivity Software
G2 Crowd - Sales Analytics Software Most Likely to Recommend
Salesforce Appexchange - Sales Analytics Software
Capterra - Sales Analytics Software
G2 Crowd - Sales Analytics Software High Performer
G2 Crowd - Sales Analytics Software Users Love and Easiest to do Business with