Quickly surface what matters
Increase sales, reduce costs, improve customer retention and remain compliant, by catching key business intel early. With easily configurable triggers, you can capture a range of alerts, for example:
Large recurring revenue opportunity mentioned
⇒ Alert CRO or CEO.
Financial advisor omits mandatory disclosure
⇒ Alert Compliance Officer.
Key customer requests urgent response
⇒ Alert to Sales Manager or Director.
Abusive or inappropriate language detected
⇒ Alert to HR Manager.
The value of Notes
- Makes it easier to manage remote or large teams
- Coach employees using real conversations
- Captures whole of business conversations (including mobile & phone systems)
- Detect complaince risks and maintain an auditable record
- Capture customer commitments
- No need to invite a BOT to a meeting
- Reduce meeting administration
Seamless Integration
Our Notes solution easily integrates with the leading CRM, marketing automation, accounting and identity software.
It all starts with a conversation.
Talk to us to find out more!
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