Keep your customers engaged and they'll become brand believers, bringing in new business with little marketing or sales effort.
Welcome packages automatically fill with customer information so they can be shared as soon as you close the deal.
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.
Transferring the customer relationship from sales to account management is simple. All previous communication is documented and accessible, making for a seamless transition.
Analytics tell you which onboarding materials are used most often and which are performing best.
Automated account reviews make sure your sales reps check in with their clients, leading to greater customer satisfaction and additional sales opportunities.
By integrating with your CRM, account reviews are customized for the company, industry and roles of those receiving the materials.
Data gets pulled straight from your CRM, then automatically placed into PowerPoint graphs providing visibility into the sales pipeline.
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.