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What is Spotlight.ai?

Spotlight.ai stands out as an advanced, self-sufficient platform designed for deal execution, transforming traditional sales pipelines into automated revenue-generating systems by autonomously capturing, analyzing, and advancing opportunities without any human intervention. This state-of-the-art tool processes and organizes information from diverse communication channels such as calls via Zoom and Teams, email correspondence, and CRM inputs; it also monitors deal statuses, evaluates potential risks, and conducts an extensive MEDDICC qualification to identify essential stakeholders like champions and economic decision-makers. The platform's AI-powered agents generate data-driven business cases, presentation materials, and defined next steps, all while ensuring that detailed, metrics-focused updates are integrated into Salesforce and facilitating smooth deal reviews that include predictive analytics and crucial performance metrics. By diligently mapping the relationships between pipeline activities, deal details, and team involvement, Spotlight.ai guarantees high data accuracy, automates the movement of opportunities through different phases, and uncovers critical gaps for sales representatives to tackle, thereby significantly improving efficiency and effectiveness throughout the sales cycle. This degree of automation not only refines operational workflows but also enables teams to dedicate more time to strategic planning and building relationships, ultimately fostering increased success in securing deals and enhancing overall business performance. As a result, organizations leveraging Spotlight.ai can anticipate a more streamlined approach to sales management that prioritizes both productivity and strategic growth.

What is Spotlight Reporting?

Spotlight Reporting offers an integrated platform that streamlines financial reporting, forecasting, and KPI tracking, making it ideal for presentations to banks, boards, or within your business. With Spotlight Dashboard, users gain a clear, one-page overview of their financial health, allowing them to concentrate on the metrics that matter most. Whether you are just starting out in advisory services or are an experienced advisor, we provide the insights necessary to elevate your offerings. Our diverse clientele, which includes enterprise-level firms and non-profit organizations, leverages our forecasting and reporting tools to enhance their overall business performance. In just a few simple steps, you can easily upload data from your preferred bookkeeping software to generate your very first report. Spotlight Reporting ensures reliable and adaptable forecasting and reporting options, backed by a dedicated Customer Support team to assist you. Experience our platform with a 28-day free trial and integrate seamlessly with Xero, QuickBooks, MYOB, Sage 50, Google Analytics, Excel, and more. Take the first step towards transforming your financial reporting strategies today.

Media

Media

Integrations Supported

Google Analytics
Chorus by ZoomInfo
Clari
Desktop.com
Gmail
Gong
Google Calendar
Google Drive
Google Slides
MYOB
Microsoft Outlook
Microsoft PowerPoint
Okta
QuickBooks Online
QuickBooks Online Advanced
Snowflake
Tableau
Xero
Zoom

Integrations Supported

Google Analytics
Chorus by ZoomInfo
Clari
Desktop.com
Gmail
Gong
Google Calendar
Google Drive
Google Slides
MYOB
Microsoft Outlook
Microsoft PowerPoint
Okta
QuickBooks Online
QuickBooks Online Advanced
Snowflake
Tableau
Xero
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$24.99 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

Spotlight.ai

Company Location

United States

Company Website

www.spotlight.ai/

Company Facts

Organization Name

Spotlight Reporting

Company Location

United States

Company Website

www.spotlightreporting.com

Categories and Features

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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