Use customer interactions to identify buying groups  

1

Automatically detect potential buying group members from multi-channel buyer interactions i.e. contacts who are included in emails or invited to meetings

2

Using AI, configure rules for OCR creation – such as create an OCR if contact has attended at least three meetings

3

Using AI, configure rules for defining buyer roles – such as tag a decision maker in enterprise deals if title is SVP RevOps

4

Evaluate level and quality of engagement by stage to fast track alignment on new purchase or upsell/renewal

Alex Dyson

“Just having more contacts on the opportunity… and activities that came with the contacts… alone has impacted so many different parts of our business in terms of forecasting, deal desk, cross functional collaboration, managing risk, prospecting, marketing. We’re now able to run plays off of that.”

Chandler Olsen

“Nektar is a top priority for RevOps at GuideCX. It’s ability to automate engagement and contact data in Salesforce adds value to the Sales leadership”