Quarterly.AI 2.03

The integration and consolidation of contact information can significantly enhance productivity. Quarterly automates the process by seamlessly integrating data from platforms such as LinkedIn, Twitter, and Salesforce with users’ address books and calendars, ensuring no contact is overlooked.

One of the standout features of Quarterly is its ability to autosynchronize with Salesforce. The platform meticulously tracks all user activities—calls, emails, meetings, tasks, and deals—and allows users to selectively sync this information with their Salesforce account, eliminating the need for manual entry.

Additionally, Quarterly enhances communication efficiency by reminding users to follow up with individuals post-meeting. The system employs advanced AI and analytics to generate tailored recommendations for outreach based on the user's network.

• Smart Recommendations for your next best action, regardless of location
• Actionable Intelligence that accelerates deal progression, informed by contextual insights
• Playbook-Based Coaching readily accessible at your fingertips
• Real-Time Information regarding your sales team’s activities

Quarterly.ai positions itself as a groundbreaking solution in account-based sales, utilizing a unique AI-driven recommendation engine to not only accelerate sales but also enhance revenue generation. The system employs Augmented Intelligence to learn from user interactions, continuously improving its functionality over time.