El 70 % de la semana de un account executive se va en actualizar el CRM, preparar reuniones y hacer seguimientos. Expertise se encarga de todo eso, para que tú te encargues de tus oportunidades.
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CRM health scorecard| Category | Issue Description | Affected Records |
|---|---|---|
| Pipeline Risk | Opportunities with a close date in the past | 18 |
| Data Quality | Open opportunities missing 'Next Step' field | 42 |
| Pipeline Risk | Deals in late stage with no activity in 30+ days | 9 |
| Data Quality | Contacts with no logged activity in 90+ days | 213 |
| Data Quality | Accounts missing industry classification | 88 |
Weekly pipeline digestHi Priya, Here is my pipeline summary for the week of October 14th. Overall Snapshot: - 8 open deals - Total pipeline value: $245,000 This Week's Momentum: - Bramble Systems ($65k): Moved to 'Proposal Presented'. We reviewed the custom integration plan with their Clinic Director, Zara Lindqvist. Awaiting their final review. - Aspen Grove Wellness ($30k): New deal created. Initial discovery call is scheduled for Wednesday. Watchlist: - Veridian Health Clinics ($40k): Stalled i…
Prioritized list of website visitors| Company | Contact | Intent Score |
|---|---|---|
| Keystone Networks | Bastian Silva, Head of Ops | 92 |
| SmileBright Centers | Dr. Anya Sharma, Clinical Dir. | 71 |
| New Horizons Dental | Carla Ruiz, Practice Mgr | 65 |
| OrthoPartners Inc. | Leo Valdez, IT Manager | 58 |
| Affinity Dental | (anonymous) | 23 |
#ae-alerts
ExpertiseApp9:15 AMDraft a global outreach emailHi Oskar, I saw that Rivet Dynamics manages a significant commercial vehicle fleet across the UK. Companies like yours are often looking for ways to reduce fuel consumption and streamline maintenance schedules without disrupting routes. Our platform helps fleet managers get a real-time view of vehicle health and driver performance, typically cutting fuel costs by 15% in the first six months. Is optimizing your fleet's operational costs a priority for you right now? Best, Jenn…
Prioritized list of ICP contacts| Contact | Title | ICP Fit Reason |
|---|---|---|
| Dr. Lena Petrova | Chief Clinical Officer | C-level clinical leader at a multi-location dental group. |
| Marcus Thorne | VP of Operations | Operations executive at a large dental service organization. |
| Chloe Davis | Director, Regional Management | Director-level manager overseeing multiple dental practices. |
| Brian Chen | Head of Procurement | Procurement lead for a growing dental group with 30+ locations. |
| Isabella Rossi | COO | Operations chief at a DSO with 50+ affiliated practices. |
Cómo funciona
Sin ingeniería de prompts. Solo describe el trabajo como se lo describirías a un asistente, y Expertise lo convierte en un flujo de trabajo agéntico en segundos.
Integraciones en un clic con las herramientas que ya usas: CRM, bandeja de entrada, calendario, Slack, LinkedIn. Expertise lee y escribe en ellas en tu nombre.
Expertise ejecuta el flujo de trabajo en segundo plano, vigila los resultados y solo te pide que apruebes lo que necesita un humano. El resto se hace solo.
Devin Park creó un skill
Funding Signal Prospecting
Cualquiera de tu equipo lo instala y lo ejecuta con un clic.
El equipo lo ejecuta
Ana Reyes
SDR
Marcus Lee
Account Executive
Priya Nair
Sales Manager
+12 compañeros también ejecutan este skill
Créalo una vez, úsalo todo el equipo
El skill lo lleva todo consigo: las conexiones de tu equipo, la configuración y la lógica que lo hace funcionar. Un compañero pasa del enlace a ejecutarlo en segundos sin reconstruir nada.
Integraciones
Los skills se conectan con los principales CRM, plataformas de marketing, fuentes de datos y herramientas de trabajo. Los plays que ejecutas leen y escriben en los sistemas donde tu equipo ya vive.
Within 60 Days of launch, we saw 22.33% reduction in tickets.
Félix Normandin
Team Lead & CX, Electric Circuit
We captured so many leads that we otherwise wouldn't have without the bot.
Renan Ronchi
Lifecycle Marketing Manager, Holistiplan
We got 5x ROI in revenue by deploying Expertise, just from after hours
Archit Gupta
Operations Coordinator, David Sklar & Associates
What I was pleasantly surprised to find is that Expertise AI was actually better than the HubSpot chatbot at a lower cost.
Jared Twitchell
VP of Digital Enablement, 401GO
We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.
Logan Ollinger
Customer Experience Manager, Gutterglove
I would recommend it to everyone, except a competitor.
Domenic Pedulla
President, SafeCheck
So far, we're holding at like a 90–95% resolution rate, which is a significant increase.
Kelly Ksiazek
Customer Success Manager, Swimmingly
I have been impressed. I think you guys did such an amazing job. I cannot speak highly enough.
Rachel Bjerstedt
HubSpot Power User, Excel High School
AI Agent answers instantly and drives conversions with timely live handoffs.
Mary Ann Rowan
Chief Experience Officer, Solimar Systems
Beyond leads, AI builds trust by giving real answers when needed.
Petra Diener
AI Consultant, Solimar Systems
We saw an 84% lift in chat-to-lead conversion rate.
Victor Fang
CEO, AnChain.AI
We saw the AI agent influence 593 transactions worth over $100,000 in revenue in just one month.
Leszek Krysieniel
CEO, 4kraft
Más de 100 skills para cada motion, ejecutados por más de 8.000 operadores. Elige tu rol y prueba un skill hecho para tu forma de trabajar.
Instala plays que conectan enriquecimiento, señales y outbound en todo tu stack sin partir de cero. Toma un play probado, adáptalo a tu motion en minutos y despliégalo a cada rep con configuración compartida.
Build a prospecting list| Company | Contact Name | Title |
|---|---|---|
| Tarn Works | Sofia Osei | VP of Operations |
| Axle Logistics | Ben Carter | Supply Chain Manager |
| Momentum Freight | Clara Dane | Director of Warehouse Automation |
| Stellara Group | Rajiv Singh | Head of Fulfillment |
Para operadores
Empaqueta los plays que ya has probado y ponlos frente a miles de equipos GTM.
Expertise AI cumple con SOC 2 Type II y GDPR brindándote el mejor soporte y privacidad de su clase. Esto incluye la protección completa de tus datos con encriptación de vanguardia
Instala tu primer skill en segundos y despliégalo a todo el equipo hoy.
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