Automation

Focus on Selling and Automate the Rest

Reps can focus on selling when other time-consuming and non-sales related tasks are automated through Playbooks™—“Robots” are used to automate administrative tasks, processes, workflows, data sync to CRM, email sends, enrollment, and more. 

Automation

Focus on Selling and Automate the Rest

Reps can focus on selling when other time-consuming and non-sales related tasks are automated through Playbooks™—“Robots” are used to automate administrative tasks, processes, workflows, data sync to CRM, email sends, enrollment, and more.

Set up powerful automations with Robots
Robots automate the process of lead and contact flow with smart CRM mapping and other criteria

Data Entry

Automatically capture and record data to fields in your CRM with complete, bi-directional sync. Save your reps time and effort so they can be productive elsewhere. Robots work behind the scenes to read all CRM fields and interpret the field type automatically.

Opportunity Engagement

Use Playbooks to automate and standardize engagement with opportunities across the funnel. Move deals through sales stages by triggering Plays and tasks based on opportunity status, and focus on opportunities that will actually close.

Enrollment

Auto-enroll accounts, leads, contacts, cases, and opportunities into your sales Plays to move them along the process quicker and allow your reps to focus on the hottest leads. If a Play is successful, Robots will automatically trigger another opportunity to be enrolled in that same Play—creating repeatable success. Tiered rules can also be applied to prioritize leads.

Alerts and Activity Triggers 

Alerts and activity triggers are set up to ensure that reps don’t let anything fall through the cracks. Listen to events and trigger activities accordingly. Set time-based alerts to ensure reps follow up on opportunities that have had no engagement after a set amount of time.

Auto-Send

Select a time for an email to be sent or enable SmartSend to let our analytics find the best time of day to send each email. You can also schedule pre-recorded voicemail messages and send them with a single click.

Edit first G2 Review to read: “The feature that helps me to be successful in my role is the auto-send email feature. This allows potential customers to respond to me about their interest in our products or services before a call.


G2 Review

“The amount of time I save through automation is fantastic. I couldn't imagine having to go back and log calls every time I make a dial, or even having to manually dial calls all day. XANT saves time so I can focus on the important aspects of my job.”


G2 Review

“It allows for automation of administrative tasks throughout my day allowing me to be much more productive.”


G2 Review

How to Use Buyer Intelligence Data to Create a Repeatable Revenue Machine Whitepaper

How to Use Buyer Intelligence Data to Create a Repeatable Revenue Machine.

Learn more about buyer intelligence, how to utilize it, and what it can mean for your sales team.

Ready to free your reps of data entry tasks?