CRM OCR CREATION
Get high quality opportunity data and true picture of buying groups
Use AI to attach contacts (and activities) with opportunities. Get unparalleled accuracy even if there are multiple open opportunities in an account or same contact is involved in multiple opportunities.
Trusted by high performing global revenue teams at
Achieve >85% accuracy in contact to opportunity match rate
Nektar goes beyond domain match to look at email context, keywords, common participants, opportunity owner, engagement history among others to intelligently create OCRs and log activities in opportunities.
The system learns from manual updates (adding or removing OCR) to improve future association accuracy.
Set guardrails for OCR creation to only add contacts who are likely to influence the purchase.
Use custom logic to assign roles (like decision maker, sponsor, influencer) to each OCR based on title and engagement levels.
Easily visualize complex buying groups and identify missing stakeholders.
Deliver these OCRs into role-based workflows.
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Nektar Data Automation Platform
Signifyd’s journey from data gaps to GTM excellence
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.
