Nektar.ai Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Seamlessly integrates with 3rd party websites

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Connects to multiple software systems or databases to gather relevant context data for AI agents

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Augments, improves or enriches CRM data

Gathers actionable insights from customer interactions for strategic decison making

Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating

Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform

Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback

Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities

Collects and organizes customer interaction data from multiple channels or systems

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows