Truly

Sales and revenue operations teams using Salesforce can use Truly to reduce manual CRM updates and monitor how well their sales process is followed. It automatically records sales activity from email, phone calls, web meetings, and SMS, then adds structured information to Salesforce so teams can review and report on customer interactions. Truly’s AI features can transcribe conversations, create call summaries, measure talk time, and identify meeting participants and their seniority. Teams can also automate updates such as call outcomes, contact records, opportunity stages, and competitor fields, using information from sales activities. For sales managers and operations teams, funnel analytics tracks measures such as pipeline performance, while process rules help assess whether reps are following defined sales steps. Teams can use those insights to identify where deals stall, evaluate changes to their process, and automate repeatable tasks. Truly is intended for organizations that manage sales activity and processes in Salesforce and want richer CRM data with less manual entry.

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