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Spiro Features Tour: Filters
Create filters for Contacts, Companies, and Opportunities in Spiro to quickly view things like accounts that Ryan owns that are disengaged, or open opportunities with companies based in New York City.
Watch VideoSpiro 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…
Read Case StudyBest 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 GuideWhat 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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Spiro Features Tour: Companies Overview
Gain full visibility into a company's demographic and social information, order history, activities history, reminders, and more from Spiro's Company view.
Spiro Features Tour: Merging Records
Spiro has a number of features that limit the creation of duplicate records, but if a duplicate contact, company, or opportunity is created, those records can easily be merged in Spiro.
Spiro Features Tour: Business Card Scanner
Save time creating new contacts with Spiro's business card scanner, available in Spiro's iOS and Android mobile applications.
How to Use Zapier with Spiro
Watch how you can easily integrate Spiro with hundreds of other platforms by using Zapier.
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.
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.
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.
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.
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.
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.
Spiro Features Tour: Text Templates
Customizable text templates allow users to communicate with prospects and customers with greater efficiency.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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…
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.
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.
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?
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.
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…
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.
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.
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.
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…
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.
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).
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…
Infographic: Not Your Father’s CRM
Spiro partnered with IDC to create this infographic exploring the emerging proactive relationship management category.
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.
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…
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…
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…
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.
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…
10 Habits of Highly Persuasive Salespeople
Persuasion is at the heart of sales. The goal of any great salesperson isn’t to simply answer a customer’s questions and hope for a deal,…
The Three Outcomes of Proactive Relationship Management
A proactive relationship management platform delivers three business outcomes that can be measured easily: growth, efficiency, and experience.
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…
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!
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…
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…
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.
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…