Advisr is a sales operating platform designed to enhance the efficiency and profitability of sales organizations by automating and streamlining sales processes. It offers a comprehensive suite of tools that enable sales teams to manage their entire book of business, create tailored client presentations, and gain insights into sales trends and activities. Advisr's platform integrates AI and machine learning to provide product recommendations, automate workflows, and generate dynamic proposals, ultimately helping businesses shorten sales cycles, increase order values, and improve customer lifetime value.
Industry: Sales Software
Ideal Customer Profiles: Advisr's ideal customers are sales organizations of all sizes looking to improve their sales efficiency and effectiveness. This includes companies with complex product catalogs, those seeking to automate sales processes, and businesses aiming to enhance their sales strategy with data-driven insights. Sales teams that need to streamline workflows and improve proposal generation would benefit significantly from Advisr's solutions.
Website: advisr.com
LinkedIn: http://linkedin.com/company/advisrio
Advisr's Sales Operating System automates the creation of sales plans and proposals, connects sellers with support and inventory checks, and provides accurate projections and performance metrics, making it a comprehensive tool for sales teams.
Description: The system automates the creation of sales plans and proposals, reducing the time and effort required to prepare for sales engagements.
Benefit: This feature allows sales teams to focus more on selling and less on administrative tasks, leading to increased efficiency and productivity.
Description: The platform connects sellers with necessary support, inventory checks, and approvals, integrating seamlessly with external systems to streamline operations.
Benefit: This integration reduces the need for manual data entry and ensures that all sales processes are connected and efficient.
Description: The system offers accurate projections and performance metrics for products and sales teams, enabling better decision-making.
Benefit: Sales leaders can make informed decisions based on real-time data, improving sales strategies and outcomes.
Description: The Plan Builder allows sales teams to create custom plans for each customer, with product recommendations tailored to meet specific goals.
Benefit: This feature ensures that sales proposals are aligned with customer needs, increasing the likelihood of closing deals.
Description: The platform provides a centralized portfolio of products with accurate pricing, business rules, and commercial terms, simplifying the selection process.
Benefit: Sales teams can quickly respond to customer needs and RFPs, reducing the sales cycle and increasing efficiency.
Advisr's dynamic proposal generation tool automatically tailors proposals for each customer, ensuring brand consistency and control while allowing for flexibility.
Description: Proposals are automatically tailored for each customer, populated with the most up-to-date collateral to ensure brand control.
Benefit: This feature saves time and ensures that all proposals are consistent with the brand's messaging and standards.
Description: The Proposal Automator generates proposals that maintain brand consistency while allowing for customization as needed.
Benefit: Sales teams can quickly generate proposals that are both on-brand and tailored to specific customer needs, improving the chances of closing deals.
Description: The AdviseMe Chatbot offers data-backed messaging for proposals and client communication, enhancing the quality of interactions.
Benefit: This feature improves the accuracy and relevance of communication with clients, leading to better engagement and outcomes.
Description: The Asset Library allows teams to pull in additional collateral to customize proposal decks as needed.
Benefit: Sales teams have access to a wide range of resources to enhance their proposals, making them more compelling and comprehensive.
Description: Proposals are populated with the most current collateral, ensuring that all information is accurate and relevant.
Benefit: This feature ensures that customers receive the most relevant and timely information, increasing trust and credibility.
Advisr's Sales Intelligence Suite provides actionable insights into sales and product performance, enabling better forecasting and strategic planning.
Description: The suite allows for accurate revenue forecasting, helping sales teams plan and allocate resources effectively.
Benefit: Sales teams can make informed decisions about where to focus their efforts, leading to improved sales outcomes.
Description: The suite includes dashboards that provide real-time data, allowing sales teams to access actionable insights quickly.
Benefit: Sales teams can respond to changes in the market or customer needs promptly, improving agility and responsiveness.
Description: The suite provides intelligence on sales and product performance, enabling confident projections of new and renewal business.
Benefit: Sales leaders can identify opportunities for growth and improvement, leading to increased revenue and customer satisfaction.
Description: The suite identifies opportunities for cross-selling and upselling, increasing customer lifetime value.
Benefit: Sales teams can maximize revenue from existing customers by offering additional products or services that meet their needs.
Description: The suite supports strategic sales planning, helping teams implement strategies that shorten sales cycles and improve win rates.
Benefit: Sales teams can achieve better results by focusing on strategies that are proven to be effective, leading to higher sales and customer retention.
Advisr's streamlined workflows automate collaboration, research requests, and approvals, reducing operating costs and saving time.
Description: The platform automates collaboration, research requests, and approvals, streamlining the sales process.
Benefit: Sales teams can focus on selling rather than administrative tasks, leading to increased productivity and efficiency.
Description: The Custom Workflow Builder allows sales teams to create workflows that align with their existing processes, modernizing operations.
Benefit: Sales teams can optimize their workflows to suit their specific needs, improving efficiency and effectiveness.
Description: The platform offers open APIs and pre-built integrations, unifying the sales tech stack and eliminating swivel-chair data entry.
Benefit: Sales teams can integrate their tools and systems seamlessly, reducing errors and improving data accuracy.
Description: The platform simplifies the conversion of closed deals into orders, streamlining the sales process.
Benefit: Sales teams can quickly and efficiently process orders, reducing delays and improving customer satisfaction.
Description: The platform offers customizable and scalable workflows, allowing sales teams to adapt to changing needs.
Benefit: Sales teams can scale their operations as needed, ensuring they can meet demand and maintain efficiency.
Advisr offers a no-nonsense automated solution to CRM needs, addressing common issues such as data accuracy and user adoption.
Description: Advisr addresses the issue of data accuracy in CRMs, ensuring that sales teams have reliable information to work with.
Benefit: Sales teams can make informed decisions based on accurate data, improving sales outcomes and reducing errors.
Description: The platform ensures that sales teams utilize the full capabilities of their CRM, maximizing its potential.
Benefit: Sales teams can leverage all available tools and features, improving efficiency and effectiveness.
Description: Advisr improves user adoption rates for CRMs, ensuring that sales teams fully engage with the platform.
Benefit: Higher adoption rates lead to better data collection and utilization, improving sales strategies and outcomes.
Description: The platform reduces the time spent on manual data entry, automating data collection and processing.
Benefit: Sales teams can focus more on selling and less on administrative tasks, increasing productivity and efficiency.
Description: Advisr provides an automated solution to CRM needs, simplifying and streamlining CRM processes.
Benefit: Sales teams can manage their customer relationships more effectively, leading to improved customer satisfaction and retention.
Source: Advisr
Source: Advisr
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Source: Advisr | What We Do
Source: Advisr | What We Do
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
Source: Advisr | Customer Stories
"Advisr has allowed our clients to tap our planning practice to develop automated, data-driven plans with just a few quick clicks. An unprecedented amount of efficiency for our teams and our clients' teams is realized, while increasing renewal rates and strengthening our data sets for even more intelligent engagements in the future."
David Zapletal, Chief Innovation & Media Officer at Digital Remedy
Source: Advisr
"It recommends products to our AEs that aren't always top of mind—or they may not have previous experience selling—to drive higher ROI for our customers."
Source: Advisr
"With Advisr, agencies can apply data and machine learning instead of relying on gut feelings to recommend the best product and services for their prospective clients."
Michael Bassik, Former CEO at Assembly
Source: Advisr
"There are many words to describe the Advisr team, but 'special' just keeps coming to mind because it's rare to find such collaboration."
Source: Advisr | What We Do
Problem: Inefficient planning process for clients
Value Add: Advisr allowed Digital Remedy to develop automated, data-driven plans quickly
Outcome: Unprecedented efficiency for teams and clients, increased renewal rates, and strengthened data sets for more intelligent engagements in the future
Source: Advisr
Problem: Limited product recommendations for Account Executives
Value Add: Advisr recommends products that aren't always top of mind or that AEs may not have previous experience selling
Outcome: Driving higher ROI for customers
Source: Advisr
Problem: The company needed to increase order volume.
Value Add: Advisr provided a complete sales platform that helped the company manage and activate their sales strategy more effectively.
Outcome: The diversified media company increased order volume by 116% after implementing Advisr.
Source: Advisr | What We Do
Problem: Account Executives were pitching wildly inconsistent media plans that failed to meet revenue goals.
Value Add: Advisr helped the organization increase products pitched, boost deal size, close deals faster, and drive a higher closed-won rate.
Outcome: The broadcaster experienced a 2X increase in products pitched, 2.8X boost in deal size, closed deals 10 days faster, and drove a 7% higher closed-won rate.
Source: Advisr | Customer Stories
Problem: Media planning team used manual data sets to build recommendations, which was inefficient and time-consuming.
Value Add: Advisr integration into their technology stack helped deliver media plans and proposals faster, increase average order values, and improve close rates.
Outcome: AffinityX delivered media plans and proposals 5X faster, more than doubled their average order values, and increased close rates by 10% to 15%.
Source: Advisr | Customer Stories
Problem: Sales team was spending too much time on non-revenue generating activities and not enough time growing revenue and increasing market share.
Value Add: Advisr implementation across their sales engagements helped increase closed rates, boost average order value, and grow average product allocation.
Outcome: The company experienced increased closed rates by 6% to 10%, boosted the average order value by 10%, and grew average product allocation by 19%.
Source: Advisr | Customer Stories
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