How a leading Application Security company achieved revenue data excellence with Nektar.ai

How a leading Application Security company achieved revenue data excellence with Nektar.ai

210+

contacts linked to opportunities

1500+

new contacts buried in the inbox and calendar of the users were successfully harnessed and updated automatically in CRM

11,500+

activities were added in the process into CRM

The Challenge :

Potential solutions and the ‘Tool Adoption’ challenge

Why choose Nektar.ai

The auto-creation of contacts especially from calendar invites – that’s a big capability. When prospects add their team members to calendar invites, they never get added to the CRM. Subsequently mapping those contacts to Opportunities and auto-assigning the buyer roles in Salesforce, Nektar solves all these things. To me, the solution pays for itself.

Director, Regional Sales
Application Security Company

Impact of Nektar.ai

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Every revenue leakage can be traced back to touch points and activities.

Actionable insights, powered by full-funnel revenue data is the solution.

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Gmail

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
    • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
    • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

    Google Calendar

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
    • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
    • Without worry, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

    Outlook

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
    • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
    • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

    Outlook Calendar

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
    • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
    • In real-time, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

    Zoom

    • Fully automated data capture. No bot attendee.
    • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
    • Capture the invited attendees and add them to the corresponding opportunities.

    Slack

    • Push revenue intelligence notifications to specific channels and individuals.
    • Notify non-CRM users as well, for example, your engineering, product, finance, legal teams.
    • Define the date and time for delivering the notifications.

    Salesforce

    • Bi-directional integration with Nektar.
    • In real-time, automatically create contacts and sync emails and meetings against corresponding accounts, opportunities, and leads.
    • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
    • Self-heal any erroneous/outdated contacts, contact roles, and activities.
    • Nektar only creates additional records on Salesforce or augments existing records. It never deletes information or overwrites anything.

    Hubspot Coming soon

    • Automatically create contacts and sync sales activities into HubSpot.
    Coming soon. Get notified when we launch.

    LinkedIn Coming soon

    • Bring all buyer-seller interactions on LinkedIn to your CRM
    Coming soon. Get notified when we launch.

    6 Sense Coming soon

    • Merge intent data with first-party data and enhance account-based sales success.
    Coming soon. Get notified when we launch.

    Clearbit Coming soon

    • Enrich Nektar-captured first-party contacts with Clearbit data and gain access to buying group movements.
    Coming soon. Get notified when we launch.

    Microsoft Teams Coming soon

    • Bring all buyer-seller interactions on LinkedIn to your CRM
    Coming soon. Get notified when we launch.
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