Product
Symbo helps reps maintain velocity with their prospects and understand the effectiveness of their engagement by streamlining workflow and reporting.
All-in-one Engagement Platform
Streamline your workflow by connecting your email, phone, CRM, and calendar. Save time using in-app dialer and email functionality that will automatically log engagement into your CRM. Utilize Symbo Sequences to automate outreach steps and bridge the gaps between sales stages.
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Send one-off, automated, or manual emails by connecting your Gmail, Outlook, or any other email account.
Personalized Video
Create and send personalized videos to prospects in your emails without leaving the prospect record.
Sequences
Series of steps consisting of automated/manual emails, phone calls, social touches, and tasks.
Dialer
Connect you phone number for one-click calling and local presence dialing.
CRM Sync
Bi-directional sync maintains data consistency with your CRM while logging emails, calls, and activity.
Calendar Events
Send personalized calendar invites displaying the best available times for you and your prospect.
Maintain Sales Velocity
Guide prospects through your sales process without losing momentum. By linking your Sequences with Outcome Triggers, you can automate next steps like calendar invites or follow up sequences. Next-Best Actions help you maintain contact with prospects that are most likely to convert.
Trigger Next Steps
Use Outcome Triggers to connect sequences together and to automatically move a prospect to the next step.
Calendar Drives
Steps you through pre-meeting activities, calendar event, and post-meeting activities for a prospect.
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Next-Best Actions
Prioritize daily tasks based timing, engagement levels, and previous success to make the most of a day.
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Optimize Sales Team Performance
Track individual and team performance to understand what works and what doesn’t. Use performance metrics to implement best practices and optimize your team’s effectiveness.
A/B Testing
Test email templates and Sequences side-by-side to constantly improve your outreach.
Open/Click/Reply
Track each email’s open, click, and reply rates to know which prospects are the most engaged.
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Call Analytics
Measure call talk time ratio, rep/prospect sentiment, and call outcomes.
User Stats
Understand how your top producers are working and compare them to the rest of your team.
Sequence Outcomes
Measure Sequence effectiveness and how prospects are responding to your messaging.
Record/Transcription
Record and transcribe calls automatically while abiding by local regulations.
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