Rep Genie

Rep Genie automates administrative tasks for sales representatives, including call follow-up activities and CRM updates. The agent also provides account research and call preparation information by aggregating data from connected systems. Sales managers and enablement teams can use Rep Genie for call scoring and coaching insights.

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Example use cases

Rep Genie supports the following use cases:

• Pipeline planning: Analyze accounts with tailored next steps.

  • Example: Rep Genie reviews your top 20 accounts and identifies that three deals have had no executive engagement in over three weeks, suggesting specific next steps.

• Detailed call prep: Automatically prepare summary, agenda, and content.

  • Example: Rep Genie compiles pre-call briefs showing recent support tickets, product usage trends, contract renewal dates, and relevant call transcripts from past meetings with suggested discussion topics.

• Post call action: Summaries, insights, and next steps aligned to your sales playbook.

  • Example: Rep Genie generates a summary formatted to your sales methodology, identifies customer pain points, logs them in Salesforce, creates follow-up tasks, and drafts follow-up emails. Rep Genie can also search call recordings for keywords, such as competitor mentions or product names.

• Automatic CRM updates: Accurately update CRM after customer calls.

  • Example: Rep Genie automatically logs call notes, updates the opportunity stage in Salesforce, and records next steps without manual data entry. Manage CRM records, including leads, accounts, opportunities, contacts, and quotes across your sales process.

• Account research: Access comprehensive account intelligence (Customer 360 view) from internal and external data.

  • Example: Rep Genie compiles an account profile highlighting recent organizational changes, open support issues, and contract status to inform your call strategy. Retrieve customer case studies and references based on similar customer profiles or use cases discussed with the prospect.

• Rep coaching: Analyze call performance and suggest areas for improvement.

  • Example: Rep Genie identifies patterns in successful calls compared to stalled opportunities and surfaces recommended approaches for specific scenarios.

• Sales alerts: Receive proactive notifications about pipeline and customer changes, including account health indicators.

  • Example: Rep Genie notifies you when an opportunity remains in the same stage for an extended period or is missing required fields for the current stage. Get alerts for account health changes, upcoming renewals with configurable advance notice, or when customers create new support tickets or change ticket priorities.

CUSTOMIZATION

Rep Genie can be extended beyond these use cases. The extent of customization depends on your organization's technology stack and integration requirements.