Truly

Truly is a platform for automating revenue processes with AI-powered bots. The idea is to automate complex, time-consuming work, reduce human error and keep CRM data in top shape. Truly offers hyperautomation for the whole revenue team, including RevOps, Analytics, Marketing and Sales.

Some of the features of Truly include:

• Automate Prospecting: Enrich and validate contact information, create targeted segments and orchestrate journeys.
• Eliminate Manual CRM Updates: Keep CRM data up to date without human touch, ensuring data quality and integrity.
• Process Effectiveness Monitoring: Monitor and optimize process performance.
• Customer and Deal Health Monitoring: Detect potential issues before they become revenue problems.
• Guided Selling: Provide sales teams with personalized guidance based on CRM data.

Truly's promise is to give organizations back hours of productivity each day. The platform is designed for anyone in the revenue team, ensuring that processes are followed correctly, are visible and automated for tasks that are mundane and time consuming.

Some specific automation abilities include:

• Lead Search Bot: Automate LinkedIn searches to find new prospects and validate them against filtering rules you set.
• Advanced Text Parsing: No-code rules engine can parse, transform and compare data without needing APEX or custom data pipelines.
• Company and Job Change Monitoring: Monitor customer account changes and identify key signals to trigger the right next steps.

Customer reviews praise Truly for improving the reliability and usability of CRM data. It integrates with Salesforce, improving the overall workflow and delivering significant value to customers.

Truly also offers training resources, including the RevOps Automation Academy, the Automation Heads Community and a newsletter with exclusive content, including cheat sheets and industry research.

Pricing isn't disclosed, but you can request a demo to see the platform's abilities and pricing.

Published on July 25, 2024