Sentia Is For CFOs - Sentia AI Powered Smart Layers

SENTIA FOR CFOs

As CFO, all of your analytics are meaningless unless all of the data in your CRM and ERP is accurate!
“It is impossible for me to do my job without accurate data in the reports & dashboards that tell me what’s going on in my business.
I know that the sales team are terrible at keeping pipeline & opportunity data updated and their activity data is all over the place. This leads to poor forecasting, no visibility across company costs and potentially cash flow issues for us.”

Why is CRM Failing Enterprise?

When embraced by your whole company, your CRM can be the most effective business tool that you have. It is a major investment but likely at the moment provides little payback.
Acting as a single source of truth, it should contain all of your sales data, Customer information, team activity, emails & service history and more.
When it does, the analytics, dashboards & reports that you can access will provide you a 360 degree view of the health of your business and allow you to optimize your productivity, grow revenue, minimize and mitigate risks and so much more.

Sorry. The Data In Your Current CRM is Likely Incomplete.

To be able to rely on the analytics and dashboards you have, you need your Customer facing teams to embrace your CRM. They need to opt in, maintain it and use it every single day! Sales teams in particular need to log all of their activity, most importantly they must ensure that their opportunities and pipeline data is accurate and up to date.
Statistics show that most of these types of users refuse to do this. Two thirds of sales professionals refuse to log in every day and when they do, they avoid accurately recording their information.
If they are not doing this work, then all of the analytics, forecasts & dashboards that your team relies on will be incorrect – in this case bad data on the system can actually be worse than no data at all.

Why Do Sales Teams Push Back on CRM?

CRMs are often perceived as surveillance tools, leading salespeople to view them as activity monitoring systems and potential sources of reprimand. This perception is exacerbated by the fact that sales teams are uniquely required to meticulously record their daily activities, unlike other departments such as marketing, finance, or operations.
Sales people who do want to fully embrace their CRMs can spend up to 20% of every day on data entry and maintenance! This equates to up to 2 hours a day when they are not able to be selling (Source : SFDC)

Sales professionals are very transactional. They do not reject technology. In fact they were the first to embrace cell phones, email, Linkedin and more.
But they will not spend time on software that they do not feel helps them make sales.

And, aside from having to spend hours a day on their CRM, most sales teams are swamped with other software and are being asked to use, every day, 10 or more other software packages. They literally do not know where you want them to spend their time.

Sentia solves all of this for you.

Sentia AI operates as a smart layer on your existing CRM to solve all of the issues stopping your team from using the software, it integrates all of the other software they are forced to use, Sentia does their data entry and administration for them and you get the accurate data, forecasts and analytics you need to run your business effectively.
Within a simple card-based user interface, Sentia surfaces cards every day, in real time telling them what they need to do, what order to do these things, who to call, email or meet with, everything they need to know to makes these calls & meetings and much much more.

Sentia AI answers your team’s needs.

○
Tells Your Team Every Day What To Do & In What Order To Maximize Outcomes.

○
Shows Your Team Where They Are At Against Benchmarks & Targets.

○
Integrates all of the other software you need them to be using every day

○
Coaches The Team To Improve Performance.

○
Simplifies The User Interface.

And, Sentia AI does all of the data entry and admin tasks. It operates as a super smart sidekick!

Sentia is a ultra powerful ‘Assistant+’ seamlessly integrating with Salesforce, Dynamics, Oracle, Netsuite, SAP & other enterprise software.
It enhances your experience by completely redefining the user interface, automating data entry, managing email, scheduling activity, highlighting priority leads, accounts, risks and coaching performance.
Sentia is always on hand everywhere you work whether it is in your CRM, Linkedin or other software applications.
For CEOs, Sentia provides complete visibility across all of your business, watches 50+ key performance indicators, monitors your teams’ calls, emails, meetings and overall performance for you while alerting you to critical insights as needed.

The REAL Benefits from Sentia for your business

Your browser does not support HTML5 video.