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Connect your CRM
Discuss your existing CRM and relevant sources. Confirm supported connections and permissions before setup.
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Product preview · How it works
Connect once.See who’s best at what.
Product preview: find a useful move across the team, review the example behind it, and choose where it could help on the next deal.
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Find useful moves across the team
Look at customer stories, first calls and stakeholder conversations, alongside the situations where they happened.
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Review the move. Choose where it fits.
Review the example and make the practice clear enough for another rep to try on a real call.
Getting started
From your dealsto your first play.
An illustrative sequence: connect your CRM, explore the findings, review them with your team, and choose a play to start with.
Step 1
Connect
Discuss the workflow and available data before connecting anything.
Deals read 1,240Comparing 12 reps, skill by skill · 64%
Step 2
Skills, drill-downs and stories
Useful moves across the team, the situations behind them and examples worth sharing.
Andie leads customer stories58% vs 27% team win rate
Step 3
Review together
Review the findings with your managers, using the deals behind each comparison.
Example team reviewIlsa Laurent and Holly Ashford
ReviewStep 4
Choose a starting play
One useful move, who it fits and what to watch when people try it.
Top-rep report · Northwind SalesStart with Andie’s customer story: 58% vs 27%.
On Team: plays reach reps by email and calendar note, 30 minutes before the call. Then new findings every week as deals close.
Read-only, by design. Adrata reads your deals. It never changes them. You decide what reaches a rep.
What Adrata reads
- ✓Deals, stages and owners
- ✓Emails, meetings and logged calls
- ✓Call recordings you choose to connect
What Adrata never does
- ×Writes to your CRM
- ×Shows a rep anything you haven’t approved
- ×Moves your data out of the CRM you have
Who approves
Review the move.Make the next step clear.
With an enablement team
Choose the move and the next deal where it could help.
Ilsa edits the wording, picks the reps it’s for, and approves it in Needs review.
Customer story: Andie’s move38 deals · for 6 new reps
ReviewApproveWith your team
One useful move. A clear next step.
Choose an example, a person and a situation where the move could help. Review what happens after the rep tries it.
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Example · 3 moves for reviewIllustrative team · this week’s deals
ReviewPause a playFAQs
Do we need to migrate anything?
Start with your existing workflow. Discuss supported connections and setup with Colin before connecting anything.
What does Adrata read?
The preview brings together deal context and relevant communication examples. Confirm the sources and permissions available for your setup during access review.
Can Adrata change anything in our CRM?
No CRM connection starts from this website. Confirm access and permissions before setup.
Who sees a play before it reaches reps?
The preview puts human review before sharing. Discuss the approval process your team needs when requesting access.
Can a small team start?
Yes. Explore the workflow with Colin and choose a useful starting point for your team.
How do we start?
Connect Discuss your existing CRM and relevant sources. Confirm supported connections and permissions before setup.
Connect your CRM.Meet your best reps.
Explore the product preview and request access with Colin.