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Engagement Lifecycle

Nurture your customers for life.

Keep your customers engaged and they'll become brand believers, bringing in new business with little marketing or sales effort.

46% of business leaders say closing gaps in document processes would speed time to results.

— IDC InfoBrief

The fastest way to get customers on board.

Start off on the right foot.

Welcome packages automatically fill with customer information so they can be shared as soon as you close the deal.

Never fill out a form.

Sales reps won't waste time with manual updates or worry about making mistakes. Plus, for regulated industries, all disclosures are automatically attached to the appropriate document, complete with compliance tracking.

Make a smooth handoff.

Transferring the customer relationship from sales to account management is simple. All previous communication is documented and accessible, making for a seamless transition.

Marketing is always getting smarter.

Analytics tell you which onboarding materials are used most often and which are performing best.

15% more field manager time can be spent with customers, instead of building sales materials.

Account reviews occur automatically.

Never miss an opportunity to cross or upsell.

Automated account reviews make sure your sales reps check in with their clients, leading to greater customer satisfaction and additional sales opportunities.

Everything is personalized.

By integrating with your CRM, account reviews are customized for the company, industry and roles of those receiving the materials.

Instantly available forecasts.

Data gets pulled straight from your CRM, then automatically placed into PowerPoint graphs providing visibility into the sales pipeline.

The largest gap between top performers and under-achievers lies in integrating sales intelligence and the CRM platform.

— The Aberdeen Group

Eliminate the hassle of creating QBRs.

Pull directly from Salesforce.

Seismic automates the creation of quarterly business reviews. All of your opportunity activity is imported right from Salesforce, so that reps will spend their time selling and sales managers can ensure a consistently formatted and timely process.

Platform Capabilities