Sales
Level up your sales conversations
Orchestrate the perfect sales meeting with powerful presentation and collaboration capabilities. Engage autopilot for your administration.
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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.
Create a lasting connection with your client from the start
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.
What is the feedback of customers? Get answers with embeddable reports.
Connects with all major BI systems:
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
