What is Sentia?

Sentia is a ultra powerful ‘Assistant+' seamlessly integrating with Salesforce, Dynamics, Oracle, Netsuite, SAP & other enterprise software. 

It enhances your experience by completely redefining the user interface, automating data entry, managing email, scheduling activity, highlighting priority leads, accounts, risks and coaching performance. 

Sentia is always on hand everywhere you work whether it is in your CRM, Linkedin or other software applications.  

For Managers, Sentia provides complete visibility across all of your business, watches 50+ key performance indicators, monitors your teams' calls, emails, meetings and overall performance for you while alerting you to critical insights as needed.

And now offering the World's first AI Sentiment Monitoring. 

Sentia also watches and assesses every email, call and meeting and will watch for any concerns, coach staff to improve performance, automatically extract action items for team members and let management know whenever any client communication goes very well or not so well. Let our AI keep you informed about everything going on in your business.

Sentia - Changing the way everyone works at work!

Sentia is an innovative CRM solution designed to enhance and optimize customer relationship management through advanced AI features and automation. 

Sentia is a sophisticated application that integrates seamlessly with existing CRM platforms like Salesforce, offering a modern interface and a suite of over 26 AI-driven features. Its primary goal is to streamline user workflows, automate repetitive tasks, and provide actionable insights, making it an invaluable tool for various teams, including sales, service, marketing, and finance.

Key Features of Sentia

Benefits within Sentia include

Feature/Benefit : Territory Health

In the world of sales, performance metrics have long been dominated by one key indicator: quotas. 

Traditionally, the performance of a sales team member has been evaluated by how well they deliver their quotas. However, this approach is fundamentally flawed as it assumes that all sales team members have equally performed territories - which is never the case.

To address these shortcomings, a more holistic approach to assessing sales performance is needed. 

Sentia tracks Territory Health as an indication of user performance. Territory Health is a combination of analytics across each user, the accounts they own, their efficiency at hitting scheduled activity, and their development of leads/prospects

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Feature/Benefit : Actionable Insights

At Sentia, we understand the value of precision and efficiency in daily operations. Our solution harnesses the power of advanced analytics to deliver actionable insights that drive success. By leveraging cutting-edge technology, Sentia acts as a super smart assistant, guiding each CRM user to optimal performance. 

Intelligent Recommendations Sentia provides personalized recommendations on:

Who to Call: Identify the key contacts that need your attention to maximize impact.
Who to Meet: Determine the most valuable meetings to enhance relationship-building and business opportunities.
Who to Email: Pinpoint the critical email communications that can drive progress and ensure timely follow-ups

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Feature/Benefit : Automatic Data Enrichment

In the fast-paced world of business, having up-to-date and accurate information about your contacts and leads is crucial. Sentia’s Automatic Data Enrichment feature ensures that your CRM is always populated with the most current and complete data, allowing you to focus on what truly matters – building relationships and closing deals. 

Seamless Data Completion Sentia’s Automatic Data Enrichment fills in the missing details for your contacts and leads. This includes:

Job Titles: Automatically updates job titles to ensure you’re always aware of your contacts’ current positions.
Company Names: Keeps company information accurate, reflecting any changes in employment or business affiliations.
Contact Information: Enriches your database with up-to-date phone numbers and email addresses, ensuring you can always reach out effectively.

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Feature/Benefit : Automatic Data Mining

In the competitive world of sales, finding and nurturing leads is paramount. Sentia’s Data Mining feature is designed to take the guesswork out of prospecting by automatically hunting through external databases, LinkedIn, and the internet to suggest leads and accounts that salespeople may want to pursue. This innovative feature ensures you never miss an opportunity, allowing you to focus on building relationships and closing deals. 

Automated Lead Discovery Sentia’s Data Mining feature leverages advanced algorithms and AI to scour a multitude of sources, including:

External Databases: Accesses a vast array of business databases to identify potential leads.
LinkedIn: Mines LinkedIn profiles and company pages to find promising contacts and accounts.
Internet Searches: Searches the web for relevant information about potential leads and accounts, ensuring comprehensive coverage.
Prospecting Made Easy

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Feature/Benefit : Priority Scoring - Leads/Accounts/Opportunity Prioritization

What is Potential Scoring? Potential Scoring is Sentia’s advanced feature that evaluates and ranks all elements in your workflow, including:
Leads: Scores leads based on their likelihood of conversion and overall value.
Accounts: Evaluates accounts to determine their potential for growth and engagement.
Opportunities: Ranks opportunities to highlight the most promising ones for your business.
Prospects: Assesses prospects to identify the best candidates for outreach.
Tasks and Actions: Prioritizes tasks and actions to ensure your team is working on the most impactful activities.

 
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Feature/Benefit : Unique User Interface User 2.0

Having quick access to actionable insights and tasks is essential for maintaining productivity and staying ahead of the competition. 

Sentia’s intuitive card-based user interface is designed to present all critical information in a familiar and easy-to-use format, much like popular social media platforms. This ensures your team can quickly grasp and act on the insights and tasks that drive success. 

What is the Card-Based User Interface?

 
Sentia’s card-based user interface organizes actionable insights and tasks into easy-to-digest cards. These cards surface automatically, providing your team with the information they need to make informed decisions and take prompt action. Key features include:

Familiar Format: Designed to resemble social media and LinkedIn interfaces, making it intuitive and user-friendly.
Actionable Insights: Each card presents a specific insight or task, ensuring your team knows exactly what needs attention.
Comprehensive Information: Clicking on a card reveals all relevant details, allowing for thorough understanding and efficient action.

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Feature/Benefit : Deal Risk Identification

In the dynamic world of sales, staying proactive is key to maintaining a healthy pipeline and closing deals successfully. Sentia’s Deal Risks feature is designed to help you identify and address potential risks in your opportunities and leads before they become major issues. By providing advance notice through our intuitive card-based user interface, 

Sentia ensures that your team is always one step ahead. 

What is Deal Risks? 
Deal Risks is an advanced feature of Sentia that continuously monitors your opportunities and leads for any signs of faltering or stagnation. This powerful tool:

Detects Early Warning Signs: Identifies indicators that an opportunity or lead may not be progressing as expected.
Monitors Sentiment: Analyzes communications and interactions to gauge the positivity and momentum of your deals.
Tracks Activity Levels: Keeps an eye on engagement levels to ensure leads and opportunities are actively moving forward.

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Feature/Benefit : Email Creation/Drafting

Effective communication is crucial for maintaining strong relationships and driving success. 

Sentia’s Email Drafts feature leverages advanced AI to simplify and enhance your email communication, saving you time and ensuring your messages are always on point. 

Here’s how Sentia’s Email Drafts can transform your email experience. 

Personalized Email Drafts Sentia AI understands that every user has a unique style and tone when it comes to email communication. By analyzing your past emails and communication patterns, 

Sentia AI learns your preferences and creates personalized email drafts that reflect your voice. This ensures that every email you send feels authentic and maintains your personal touch

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Feature/Benefit : Email, Call & Meeting Analysis & Overwatch

In the realm of business communication, understanding the nuances of conversations and effectively managing tasks are key to driving productivity and success. 

Sentia’s advanced AI capabilities are designed to enhance your communication experience by providing comprehensive sentiment analysis and automatic task allocation. Here’s how Sentia transforms your workflow. 

+ Comprehensive Sentiment Analysis Sentia reads every email, call, and meeting transcript to provide an in-depth analysis of sentiment. By understanding the emotional tone of your communications, Sentia helps you gain valuable insights into the mood and attitude of your clients, colleagues, and stakeholders. 

This sentiment analysis enables you to:

Identify Opportunities: Recognize positive sentiment that indicates potential opportunities for engagement or collaboration.
Address Concerns: Detect negative sentiment early, allowing you to proactively address concerns and improve relationships.
Enhance Communication: Tailor your responses based on the emotional tone, ensuring more empathetic and effective communication.

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Feature/Benefit : Customization for Every Client

In today’s dynamic business environment, one-size-fits-all solutions simply don’t cut it. 

Every business is unique, with its own processes, teams, and workflows. 

That’s why Sentia is designed to be fully configurable and customizable to meet the specific needs of your organization. Whether your teams are in sales, service, marketing, or finance, Sentia drives all your flows and playbooks, ensuring seamless integration and enhanced productivity. 

Customized for Your Business 

Sentia stands out by offering a personalized approach to CRM and business process management. Here’s how we ensure Sentia works perfectly for you:
Client-Specific Configuration: Sentia is configured specifically for each client, taking into account your unique business model, industry, and goals.
Tailored Processes: We customize Sentia to align with your existing processes, ensuring a smooth transition and immediate productivity gains.
Team-Centric Workflows: Sentia adapts to the needs of different teams within your organization, providing tailored workflows and playbooks for sales, service, marketing, and finance.

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Feature/Benefit : Linkedin Integration

Leveraging the power of LinkedIn is crucial for building connections, generating leads, and staying informed. 

Sentia takes this a step further by seamlessly integrating LinkedIn into your CRM, ensuring that the world’s leading business intelligence platform can be operated within Sentia. 

With synchronized messages and notifications from LinkedIn appearing directly within Sentia, you can manage your professional network and business operations all in one place. 

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Feature/Benefit : Assistant+ Side Panel

Having access to your CRM and essential tools wherever you go is crucial. 

Sentia’s Assistant+ Side Panel, a powerful browser extension, brings the full functionality of Sentia and your CRM to any webpage. Whether you're on ZoomInfo, Apollo, Bloomberg, or any other site, Sentia is with you always, ensuring you never miss a beat. 

What is the Assistant+ Side Panel? 

The Assistant+ Side Panel is a versatile browser extension designed to integrate Sentia and your CRM seamlessly into your browsing experience. Here’s what it offers:

Universal Access: Use Sentia and your CRM on any webpage, providing unparalleled flexibility and convenience.
Seamless Integration: Access Sentia’s features without leaving the webpage you’re on, ensuring a smooth and efficient workflow.
Enhanced Productivity: Manage your contacts, leads, and opportunities in real-time, no matter where you are on the web.

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Feature/Benefit : Extensive Analytics

Understanding performance and identifying areas for improvement are crucial to success. 

Sentia’s advanced analytics provide comprehensive insights into performance activities, benchmarking against team members, and more. With Sentia, management can quickly assess how their team and company are performing, while team members can effortlessly track their progress against quotas and targets. 

Comprehensive Performance Analytics 

Sentia’s analytics go beyond surface-level metrics, offering a deep dive into your business’s performance:

Detailed Reporting: Access extensive reports that cover every aspect of your business operations, from sales performance to customer service metrics.
Performance Insights: Gain valuable insights into individual and team performance, helping you understand what’s working and what needs improvement.
Benchmarking: Compare performance across team members to identify top performers and areas where additional support may be needed.

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Feature/Benefit : Objection Handling/What To Say When

In the world of sales and customer interactions, knowing the right thing to say can make all the difference.  

Sentia’s “What to Say” feature is designed to provide your team with real-time suggestions on how to handle objections, respond to pushbacks, answer questions about product features, and ultimately sell more effectively. With Sentia, you can navigate every conversation with confidence and precision. 

Empower Your Team with Real-Time Guidance Sentia’s “What to Say” feature ensures that your team is always prepared for any interaction:

Handle Objections: Receive tailored suggestions on how to address common objections and concerns, turning potential roadblocks into opportunities.
Respond to Pushbacks: Get real-time advice on how to respond when a lead or prospect pushes back, helping you keep the conversation moving forward.
Answer Questions: Access comprehensive responses to questions about your product features, ensuring accurate and consistent information is provided.
Boost Sales: Utilize proven strategies and phrases to enhance your sales pitch, increasing your chances of closing deals.

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Feature/Benefit : Inbuilt Live Chat

At Sentia, we believe that providing exceptional support is crucial to your success. 

That’s why we’ve integrated comprehensive help and support features directly into our platform, ensuring you have the assistance you need, whenever you need it. 

Our goal is to make your experience with Sentia as smooth and productive as possible. Here’s how we do it: Inbuilt Help and Support Comprehensive Knowledge Base 

Our inbuilt help and support feature includes a comprehensive knowledge base filled with detailed articles, how-to guides, and FAQs. 

Whether you’re new to Sentia or a seasoned user, you’ll find valuable information to help you make the most of our platform. Access step-by-step instructions and troubleshooting tips that cover all aspects of Sentia’s functionality. Interactive Tutorials Learn at your own pace with our interactive tutorials. 

These tutorials guide you through various features and functions, ensuring you understand how to use Sentia effectively. Whether you’re setting up your account, managing your sales pipeline, or utilizing advanced features, our tutorials provide clear, easy-to-follow instructions. 

Searchable Help Center Quickly find the answers you’re looking for with our searchable help center. Simply type in your query, and our intelligent search will provide you with relevant articles and resources. Save time and get back to what matters most – growing your business.

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Feature/Benefit : Performance Coaching

At Sentia, we understand that continuous improvement and development are key to maintaining a competitive edge. 

That’s why we’ve integrated a robust Performance Coach into our platform. 

This feature identifies training needs, provides targeted content, includes a built-in knowledge base and support, and drives performance improvement. For management, it offers insights into team members' learning needs and includes an AI-driven trainer to ensure everyone reaches their full potential. 

Personalized Training and Development 

Sentia’s Performance Coach is designed to support individual and team growth:

Identify Training Needs: Automatically pinpoint areas where team members require additional training or support.
Targeted Content: Provide customized content tailored to address specific skills gaps and enhance overall performance.
Built-In Knowledge Base: Access a comprehensive repository of information, tutorials, and best practices to support continuous learning.

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Feature/Benefit : Extensive Toolkit

At Sentia, we understand that effective communication and seamless integration are key to driving productivity and success in today’s fast-paced business environment.

That’s why we’ve designed Sentia to be more than just a sales tool – it’s a comprehensive solution that caters to all your business needs. Whether you’re coordinating with your team, managing customer relationships, or staying informed about the latest industry trends, 

Sentia has got you covered. Here’s how: 

Video Chat 
Connect with your team and clients effortlessly with our integrated video chat feature. Conduct virtual meetings, presentations, and one-on-one discussions without the hassle of switching between different apps. Our high-quality video chat ensures clear communication, helping you build stronger relationships and make better decisions. Notes Keep track of important details and ideas with our intuitive notes feature. Whether you’re in a meeting, brainstorming session, or on the go, you can easily jot down notes and access them later. Organize your thoughts, share insights with your team, and ensure that no important information is ever lost. 

News Headlines 
Stay ahead of the curve with our news headlines integration. Receive real-time updates on industry trends, competitor activities, and market developments directly within Sentia. By staying informed, you can make strategic decisions and respond proactively to changes in your business environment. 

Maps Integration
 
Planning a client visit or a sales trip? Our maps integration makes it easy to navigate and plan your routes efficiently. Get directions, estimate travel times, and find the best way to reach your destination without leaving Sentia. This feature ensures you’re always on time and well-prepared for your meetings. 

Email Integration
 
Manage your communications seamlessly with our email integration. Send, receive, and organize emails from within Sentia, ensuring that all your interactions are in one place. Our email integration helps you stay on top of your correspondence, follow up on leads, and maintain a clear overview of your communication history. 

Calendar Integration
 
Never miss an important meeting or deadline with our calendar integration. Sync your schedules, set reminders, and plan your day effectively. Our calendar integration allows you to coordinate with your team, schedule appointments, and manage your time efficiently, ensuring you stay productive and focused. 

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Feature/Benefit : Change Management

We recognize that successful implementation of new technology goes beyond just the tools – it requires a holistic approach to change management. 

That’s why we offer a complete suite of services designed to ensure a smooth transition and maximize the value of our platform for your organization. 

Here’s how we support you every step of the way: 

Cultural Change : 
Fostering a New Mindset 

Change starts with people. Our cultural change initiatives are designed to help your team embrace new ways of working. We work closely with your leadership to communicate the benefits of Sentia, align your team with organizational goals, and foster a culture of innovation and adaptability. 

By encouraging a positive mindset towards change, we help your team move forward with confidence.

Training : 
Empowering Your Team 

Comprehensive training is crucial to ensure that your team can make the most of Sentia’s features. We offer tailored training programs that cover everything from basic usage to advanced functionalities. Our training sessions are designed to be interactive and engaging, ensuring that your team gains practical skills and confidence in using Sentia effectively. 

Deployment :  Seamless Implementation 


Our deployment services ensure that Sentia is seamlessly integrated into your existing workflows and systems. From initial setup to full-scale rollout, we handle all aspects of the deployment process, minimizing disruptions and ensuring a smooth transition. Our team of experts works diligently to customize Sentia to meet your specific needs, ensuring that you start reaping the benefits immediately.

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