Optimization

Got the hang of it? Want to go even faster now? Our platform lets you tell it what to automate so that you don’t have to sift through piles of google docs, or wait for manual updates and analyses. Individual account removal, enterprise roll-ups, new hires, promotions, attrited employees, customers, etc. can all have automated rules applied to ensure that you do not miss a step, especially when it comes to priority accounts.