Sales

Level up your sales conversations

Orchestrate the perfect sales meeting with powerful presentation and collaboration capabilities. Engage autopilot for your administration.

PremiumDearDoc
Schedule

Bookings on autopilot. For you and your team.

  • Let customers book a moment to meet that is convenient for both.
  • Powerful team scheduling features with round robin assignment.
  • Sync new contacts to your CRM system.
  • Integrates with Gsuite, O365, Microsoft Exchange, iCloud.
  • Easy to embed on your landing pages.
Prepare

Automate time-consuming preparation with the right content

  • Pre-fill meeting rooms automatically with the latest company brochure and product catalogs. 
  • Drive consistency across the team with checklists and pre-filled private notes.
  • Add public and private notes automatically to each meeting to meet compliancy checks. 
  • Change content dynamically based on contact, type of call or choose the right meeting room template over API.
Xerius uses Vectera to streamline client intake processes
Meet

Unparalleled meeting and collaboration experience

  • True 1-click join experience, no downloads, no accounts. Works browser-based on any mobile device.
  • Create a meeting room for each prospect and keep communication in dedicated meeting rooms. No need to scroll through old emails and documents during the conversation. 
  • Switch from presentation mode to collaboration mode to make customer meetings interactive and engaging. 
Document

Spend 2 hours less on administration per rep per week

  • All meeting notes, document annotations, drawings and recordings persist in the meeting rooms, ready for the next call.
  • Export annotated files, documents and notes in 1 click to mail. 
  • Sync private notes, contact details and meeting room activity automatically to your CRM.
Analyze

Unseen conversation insights

  • With traditional screensharing, you have no idea or control on what is shared during a customer conversation. With content sharing and templates - you know exactly what is being shared.
  •  View conversation meta data such as total session hours per team member in your BI tooling using API or view them in your ready-made dashboard.
  • Combine feedback points with meeting meta data to complement your client profiling or rep performance analysis.

Become more consistent and compliant

Deep customization

Customize the virtual appearance of your sales team to match your branding with custom colors and advanced styling options.

Templates

Pre-fill meeting rooms with content, checklists and speaker notes. Make sure each question is asked and improve data quality. 

Conversation insights

How many meetings are held across the team? What is the total meeting time spent on a customer?
What is the feedback of customers? Get answers with embeddable reports.
Connects with all major BI systems:

Enterprise - ready

SSO

Fast & secure authorization for your team with SSO.

API

Automate user and meeting management over API.

Be there for the customer

Team scheduling with round robin streamlines appointment booking and reduces appointment booking overhead with 4 hours per team member per week on average.

Level up your sales meetings

Consistency fuels better customer experience at Walmart

  • A streamlined meeting process enables Walmart customers to experience a consistent message both in-store and online.
  • Friction is dramatically reduced by enabling the end customer to engage in a conversation in-store or online on any device without downloading apps.
  • It's hard to keep training up to pace with rapid product development. Contextual meeting pointers and ready-made meeting rooms with tailored content drastically reduce the need for constant training.

“Being able to view content together instead of doing regular screensharing enables us to be consistent in every interaction with the client.”

Dan Meehan, VP Information systems, Premium Retail