Role-Based Workflows Built for Sales Teams

Deliver the insights reps, managers, and execs need no matter where they work.

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Unified Data, Delivered Wherever You Work

Ensure every member of the sales team—from field to C-Suite—operates from a shared dataset that’s delivered where and how they work.

Focus on Rep Execution, not Managing Tools

  • Surface data and activity insights within Salesforce
  • Give reps embedded views that display historic and upcoming account and opportunity engagement
  • Eliminate context-switching and keep reps focused on executing next steps



Serve Managers Tailored Coaching and Deal Insights

  • Surface data and activity insights in Salesforce or in the web app
  • Gain end-to-end visibility into account health, opportunity execution, and rep performance
  • Leverage AI-powered alerts and recommendations during coaching sessions or deal reviews

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The Power of Managing with Leading Indicators

Transforming the Productivity and Culture of Enterprise Sales Teams


Give Leaders Full Visibility Into the Road Ahead

  • Fuel dashboards with data and insights
  • Build ramp plans based on successful rep benchmarks
  • Access pipeline health based on deal level activity and contact engagement

“ gives us the data we need to see what our marketing efforts are influencing. All without our sales team having to spend their valuable time manually entering data.”

Mariana Prado Cogan

SVP of Digital Marketing Strategy and Operations