Resources

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  • Guide

Best Practices for Moving from CRM to Spiro

Moving from your old CRM tool to the Spiro platform is an opportunity to significantly enhance your business growth and improve your sales team performance.

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  • Case Study

Spiro Helps DPA Auctions Accelerate Growth

DPA Auctions is an online international auction company that sells farm and construction equipment, trucks, trailers, and much more. What does the sales team at…

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  • Guide

Best Practices for Moving from CRM to Spiro

Moving from your old CRM tool to the Spiro platform is an opportunity to significantly enhance your business growth and improve your sales team performance.

Read Guide
  • Video

What is Proactive Relationship Management?

Spiro is pioneering a new approach to sales automation: proactive relationship management, which consolidates CRM capabilities, sales enablement and analytics into a single, AI-driven platform. Isn't it time that technology worked FOR you, not the other way around?

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  • Video

How Spiro Works with Hubspot

Bring Hubspot data into Spiro, providing deeper insights for sales teams to better understand the right prospects to follow up with.

  • Video

Spiro Features Tour: Viewing Activities on Mobile

Right from within Spiro's mobile application, you can view the daily activities of a specific user or entire team, including text messages, emails, call recordings and transcriptions, and more.

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Spiro Features Tour: Customizing Spiro

In addition to Spiro's standard entities, users can create custom entities to track information like a customer's order history or marketing insights.

  • Video

Spiro Features Tour: Automated Statuses

The Spiro AI Engine analyzes team activities to provide quick insights for sales leaders into engagement and opportunity statuses to show things like deals that have stalled.

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Spiro Features Tour: Opportunity Management

Spiro makes opportunity management a breeze with advanced pipeline reporting and a variety of different view types, including the priority pipeline.

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Spiro Features Tour: Opportunities Overview

With opportunities in Spiro, information is just a click away, and Spiro's AI Engine delivers insights for sales leaders that ensure no opportunity slips through the cracks.

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Spiro Features Tour: Text Templates

Customizable text templates allow users to communicate with prospects and customers with greater efficiency.

  • Video

Spiro Features Tour: Email Templates

Use Spiro's pre-built and customizable email templates or create your own email templates to send highly personalized emails in Spiro.

  • Video

How Spiro Works with ERP Systems

When companies join ERP data with data in Spiro, it provides greater transparency for users, as well as strengthens organizational awareness.

  • Video

Using the Spiro Assistant

The Spiro Assistant eliminates data entry for sales teams, allows teams to reach 30% more prospects, and ensures that no deals slip through the cracks.

  • Video

Spiro Features Tour: VoIP Calling

Spiro's built-in VoIP calling and texting allows teams to reach more prospects, and automated call logging increases team efficiency.

  • Video

Spiro Features Tour: Custom Fields

You can easily add custom fields like pick-lists, text fields, or calculated fields to any type of record in Spiro.

  • Video

Spiro Features Tour: Building Reports

Spiro connects to any data source, empowering leaders to recognize growth opportunities, pinpoint weak-spots for coaching, and forecast more accurately.

  • Video

Spiro Features Tour: Campaigns

In addition to Spiro's AI-generated next-step recommendations, users can build custom campaign lists which they can email or call into in just a few simple clicks.

  • Video

Spiro Features Tour: Contacts Overview

Within a contact record in Spiro, users can quickly and easily view relevant details, engage with the prospect over call, text, or email, manage selling activities, and much more.

  • Video

Spiro Features Tour: Reporting

Spiro's reporting environment provides quick and powerful insights for sales leaders with pre-built and fully customizable reports and dashboards.

  • Video

Spiro Features Tour: Timeline View

Spiro's timeline view provides teams with complete visibility into selling activities. The platform syncs every interaction, including calls, texts, and emails, and displays call recordings and transcriptions, calendar events, and more.

  • Video

How Spiro Works with Mailchimp

Spiro's Mailchimp integration allows teams to automatically push Mailchimp marketing insights into Spiro, create new contacts in Spiro when contacts are added to an audience, and more.

  • Video

How Spiro Works with Slack

Spiro's Slack integration allows users to access the Spiro Assistant from within Slack. Users are able to create companies, contacts, opportunities, and reminders, as well as look up information about a contact or the pipeline of you or a team member.

  • Video

How Spiro Works with Quoting

Sales teams gain greater efficiency and sales leaders gain greater visibility by integrating a quoting tool with Spiro's proactive relationship management platform.

  • Video

How Spiro Works With Marketing Automation

By integrating Spiro’s proactive relationship management platform with your marketing automation platform, sales teams act on leads faster, companies gain greater visibility, and marketers can…

  • Guide

Why Now is the Time to Sell

Salespeople have a duty to show their prospects and customers that action during uncertain times might actually save their jobs and businesses.

  • Guide

Best Practices for Using Spiro During Uncertain Times

As our own team has gone 100% remote, we want to share how we're using the Spiro platform to address 5 critical challenges during these uncertain times.

  • Guide

Infographic: Business Development Insights in a WFH World

Now that the world has shifted predominantly to a WFH model, are you curious if things have become more difficult for sales teams?

  • Guide

Building a Data-Driven Marketing Program in 2020

Learn how marketing leaders leverage Spiro's data and analytics capabilities to build data-driven marketing programs that increase visibility and drive ROI.

  • Guide

Supercharge Marketing Efforts with Insight and Visibility

Getting your sales and marketing teams aligned in terms of objectives, language and processes is important. Once you’ve done the heavy lifting that…

  • Guide

3 Ways to Boost Demand Gen Efforts by Leveraging Sales Data

Here are 3 ways marketers can use Spiro to boost confidence internally and guide effective marketing decisions.

  • Guide

3 Moves to Strengthen Collaboration Between Marketing and Sales

Explore significant moves marketing can make to deliver true value to sales for a strong, successful relationship that delivers lasting results.

  • Case Study

Accurate Sales Forecasting Became Reality for Vanguard Dealer Services

When the Vanguard team first saw a demo of the Spiro platform, they knew they had found a solution to address their needs and help move them forward. 

  • Video

Podcasts Featuring Spiro

Spiro team members sit in on some of the industry’s top podcasts to share their expert knowledge on sales, the CRM market and more. Take…

  • Guide

How to Drive Spiro Adoption

Based on hundreds of customer implementations, here are six important steps Spiro recommends every new customer take to drive adoption.

  • Guide

Say Goodbye to Spreadsheets and Modernize Your Sales Processes

Here are 6 strategies for setting up Spiro if you’ve never used a sales platform before (which means you’re probably using a spreadsheet instead).

  • Guide

Best Practices for Moving from CRM to Spiro

Moving from your old CRM tool to the Spiro platform is an opportunity to significantly enhance your business growth and improve your sales team performance.

  • Guide

Introducing Proactive Relationship Management

Virtually every sales team at every company has one thing in common: they hate CRM. Why? Because CRM is a soul-sucking application that requires a…

  • Guide

Infographic: Not Your Father’s CRM

Spiro partnered with IDC to create this infographic exploring the emerging proactive relationship management category.

  • Video

Spiro Assistant – Email to get Answers

Wouldn’t it be convenient just to email a sales assistant and get information while you’re traveling around? That’s what emailing the Spiro Assistant can do for you.

  • Video

Using the Spiro Assistant

Imagine a personal sales assistant that eliminates manual data entry for sales teams, allows teams to reach 30% more prospects throughout the day, and ensures…

  • Guide

The Complete Guide to Prospecting

Most salespeople are good listeners, great talkers, and know their way around the sales cycle. But time and time again, I hear really awesome sales…

  • Guide

The Complete Guide to Sales Reporting

What is Sales Reporting? Simply put, sales reporting is exactly what it sounds like: generating information on your sales, contacts, and reps in order to…

  • Guide

5 Questions Sales Leaders Should Always Ask Reps

Weekly one-on-one meetings between reps and managers always seems a bit painful. Sales managers typically don’t spend a lot of time preparing for these meetings.

  • Guide

Setting Your BDR Team Up for Success

Having a great team of business development reps, or BDRs (some companies also call them MDRs, SDRs, or inside sales), can make a huge difference…

  • Guide

10 Habits of Highly Persuasive Salespeople

Persuasion is at the heart of  saless The goal of any great salesperson isn’t to simply answer a customer’s questions and hope for a deal,…

  • Guide

The Three Outcomes of Proactive Relationship Management

Building a Business Case for Proactive Relationship Management Far too many projects begin as a vague idea without any structure. Generally speaking, these projects either…

  • Guide

9 Things Ridiculously Successful Sales Leaders Do Everyday

Imagine for a second that you took all the top VPs of sales from around the world, put them in a room together, and questioned…

  • Video

What is Proactive Relationship Management?

Spiro is pioneering a new approach to sales automation: proactive relationship management, which consolidates CRM capabilities, sales enablement and analytics into a single, AI-driven platform. Isn't it time that technology worked FOR you, not the other way around?

  • Case Study

Spiro Provides Visibility, Automation, and Process for Endureed’s Sales Team

For over 20 years, Endureed has been the creator of the longest-lasting, most aesthetically superior synthetic thatch roofs in the world. Fun fact: their first installation was at Disney’s Animal Kingdom!

  • Case Study

Borsello Landscaping Looks to the Future with Proactive Relationship Management

Borsello Landscaping has been in the business of creating serene settings and curb appeal for over two decades. During that time, they’ve learned that providing…

  • Case Study

Spiro Helps DPA Auctions Accelerate Growth

DPA Auctions is an online international auction company that sells farm and construction equipment, trucks, trailers, and much more. What does the sales team at…

  • Case Study

A Midwest Manufacturing Corporation’s Search for a Complete Sales Solution

We recently spoke with a Spiro Superuser and VP of Sales at a Midwest Manufacturing Corporation, about their search for a sales solution and how…

  • Case Study

Spiro Provides Measurable Value to 1Cell Bio

1Cell Bio provides the biomedical research community with automated single-cell analysis systems. As a start-up, the company needed a simple sales solution for a relatively small sales team.

  • Case Study

Spiro Simplifies Sales for Nucleus Research

Recently, we had the pleasure to catch up with one of our Spiro customers, Matt Guthrie, the Head of Sales at Nucleus Research. We wanted…