WorkPatterns created Sales Assist to automate the repetitive, but critical tasks that ensure CRM data quality, accurate forecasts, and predictable pipelines.
Easily define the behaviors you care about, and reps will be notified as issues arise so they can resolve them quickly. Fix past due close dates, contacts missing from the CRM, and other best practices.
Sales Assist helps reps keep their pipelines accurate so management has greater visibility and better data to guide decisions.
With Sales Assist, reps can resolve all their pipeline issues with just a few clicks, drastically reducing the time spent on CRM admin work.
”WorkPatterns has helped our managers and employees work with clarity and alignment during the challenging transition to remote work...”