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What is Rollio?

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.

What is Clarify?

Clarify is a cutting-edge autonomous CRM designed to enhance efficiency in pipeline generation, meeting management, and CRM updates by automatically tracking emails, meetings, and various customer interactions; it enriches prospect profiles with vital information and converts interest into scheduled calls through intelligent, hands-free follow-up sequences. This tool empowers sales professionals with thorough meeting preparation by summarizing previous conversations, analyzing product usage, and capturing key insights in real-time, while also generating CRM updates, outlining next steps, and establishing workflows without any manual intervention. Furthermore, Clarify compiles data from product usage, emails, calls, and website interactions to offer a unified perspective on metrics, enabling no-code workflows that trigger record updates and follow-ups, alongside revenue-intelligence dashboards that showcase performance metrics, early warning signs, and potential growth opportunities, all available via a single web or macOS interface that integrates seamlessly with major sales and marketing platforms. This seamless integration not only streamlines the user experience but also boosts productivity, allowing sales teams to dedicate more time to engaging clients rather than managing administrative duties. Ultimately, Clarify transforms the way sales professionals operate by fostering a more dynamic and data-driven approach to client relationships.

Media

Media

Integrations Supported

Amplitude
Calendly
Default
Google Chrome
Google Workspace
Microsoft 365
PostHog
Segment
Slack
Zapier
Zoom

Integrations Supported

Amplitude
Calendly
Default
Google Chrome
Google Workspace
Microsoft 365
PostHog
Segment
Slack
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rollio

Date Founded

2014

Company Location

United States

Company Website

www.gorollio.com

Company Facts

Organization Name

Clarify

Date Founded

2024

Company Location

United States

Company Website

www.clarify.ai/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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