Company record
For sales What Apex read from the website, the full story and the suggested next step.
This is how it looks in your account. We cover the company names and the personal names with a bar, and the names you see stand for roles.
What a record holds
Every company has one record, and it holds everything Apex knows about the company. Expand each part to see what sits where.
The summary, the activities, the location on a map, the website's languages, and the contact details found on the website. Apex knows all this before the company ever replies for the first time.
For you this means you do not have to browse the website before the call.
The record builds itself, and changes from a single sentence
It updates from two sources. From an incoming reply the workflow fills it in, and from a single sentence of yours, Apex does.
The level of interest that a prospect is given after their reply is set in the workflow, in the way agreed with you.
Why this is good for you
You do not search, because everything is in one place
The website, the correspondence, the calls, the contact, the level of interest and the task are all on the same record. A company's name is enough, and Apex opens it.
You do not type, because it records from a single sentence
You say what happened on the phone, and Apex writes down the touch, proposes the level of interest and adds the task. You only say go ahead.
The whole story on one page before the call
Apex writes a briefing from six sources before the call, including the last letter and the proposed next step. If one of the sources is empty, it says so too.
What Apex writes the briefing from
Six sources, always in the same order. What is missing, Apex says out loud and does not make up.
- Your company, as it knows it from your introduction
- What you told it earlier, from the memory
- What it knows from the company's website
- The state of the record: level of interest, owner, tasks, contacts
- The touches, calls and meetings, with a summary
- The arc of the correspondence, who wrote last and what
What you approve
Apex does the reversible things, and the rest needs your yes.
- Adding a watcher to a company
- Closing a company as won or lost
- Moving to another campaign, or taking out of the campaigns
- Sending a letter in the company's name
Related features
- For salesFind anyoneA name, a fragment of a phone number or a detail from a meeting is enough. Apex finds the company, the letter and the person.
- For salesTasks and deadlinesYou say it, Apex takes it down, assigns it and keeps track. Nothing is left hanging.
- For salesNegotiation prepA one-page summary of the company, before the call.
More features
- Filtered inboxYou do not read the noise. Prospects arrive ready, with a record.
- No lost prospectApex checks back before a company is left without a task.
- Letters and repliesEvery recipient gets a letter in their own language, and you read, decide and approve in yours.
- Team chatIn a group, one to one, or on a company's record. Files, images, GIFs and emoji can go too.
A closed system.
Access by invitation. Request it from your company email address, and our expert colleague will be in touch.
After the online meeting, if we can really help, you get a free 14-day demo, without commitment. How the demo works