Symbo helps reps maintain velocity with their prospects and understand the effectiveness of their engagement by streamlining workflow and reporting.
Streamline your workflow by connecting your email, phone, CRM, and calendar. Save time using in-app dialer and email functionality that will automatically log engagement into your CRM. Utilize Symbo Drives to automate outreach steps and bridge the gaps between sales stages.
Send one-off, automated, or manual emails by connecting your Gmail, Outlook, or any other email account.
Create and send personalized videos to prospects in your emails without leaving the prospect record.
Series of steps consisting of automated/manual emails, phone calls, social touches, and tasks.
Connect you phone number for one-click calling and local presence dialing.
Bi-directional sync maintains data consistency with your CRM while logging emails, calls, and activity.
Send personalized calendar invites displaying the best available times for you and your prospect.
Guide prospects through your sales process without losing momentum. By linking your Drives with disposition triggers, you can automate next steps like calendar invites or follow up sequences. Next-Best Actions help you maintain contact with prospects that are most likely to convert.
Use dispositions to connect drives together and to automatically move a prospect to the next step.
Steps you through pre-meeting activities, calendar event, and post-meeting activities for a prospect.
Prioritize daily tasks based timing, engagement levels, and previous success to make the most of a day.
Track individual and team performance to understand what works and what doesn’t. Use performance metrics to implement best practices and optimize your team’s effectiveness.
Test email templates and Drives side-by-side to constantly improve your outreach.
Track each email’s open, click, and reply rates to know which prospects are the most engaged.
Measure call talk time ratio, rep/prospect sentiment, and call outcomes.
Understand how your top producers are working and compare them to the rest of your team.
Measure Drive effectiveness and how prospects are responding to your messaging.
Record and transcribe calls automatically while abiding by local regulations.