San Mateo, California 501-1,000 employees Enterprise Software

How Yellow.ai used Nektar to improve sales cycle by 17%

How Yellow.ai used Nektar to improve sales cycle by 17%

17%

improvement in sales cycle

5X

increase in CRM data on Day 1 of going live

365%

increase in opportunity contact roles

The Challenge:

The Outcome:

Review deals to stay on track

We use Nektar to get activity data. The information about your in-flight deals – how are we engaging with the buyer, how many touchpoints we’ve had, what meetings were held, how the buyer responds – is the foundational information that your deal review and forecast rests on.

Abhimanyu Mukherjee
VP Sales India, Yellow.ai

Build a scalable sales process

Uncover marketable sales contacts

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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.

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.

Outlook Calendar

  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • 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.

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.

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.

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.

    LinkedIn Coming soon

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

    Hubspot Coming soon

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

    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.

    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.