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A faster, smarter onboarding experience
A new self-serve onboarding flow now takes every new rep through a streamlined setup, CRM connection, core data, and key preferences in just minutes. Progress is tracked and saved, making activation seamless. Check out the video below:
Dashboard & action progress redesign
The “Actions” dashboard now groups actions by stage, filters by time and pipeline, and lets you click through for instant deal and activity insights. It’s never been easier to spot stuck deals or see exactly what needs attention.
New & improved: Clari call recording integration
The Clari call recording integration is now more automated and reliable than ever. Sales activity and call data now sync seamlessly giving you faster, more accurate deal tracking, with no manual steps required.
If you’re already using Clari, this release delivers a significantly improved experience with smarter automation and reduced admin.
Homepage & pipeline insights
Homepage now shows all pipelines at a glance, with enhanced grouping and visual progress tracking.
Filtering & completion charts
Upgraded filters and completion charts for faster answers and more actionable overviews.
Transcription & Nudge Fixes
Resolved data mapping inconsistencies and preview display issues.
Advanced stakeholder intelligence
A new way to map and understand key players in every deal, helping teams know exactly who to engage.
Personalized rep nudges
Real-time, contextual coaching for reps and managers is coming soon.
More clickable, consistent data
Expect a unified experience, with drill-downs available on every email, deal, and action item.
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