ACCOUNT EXECUTIVE

Stop doing admin work after every call.

Performy captures the conversation, updates the deal context and prepares the next step so you can get back to selling.

Make every conversation work for you →

Call → Performy → SellAccount Executive

CallAdminPerformySell

After the call

Notes

CRM

Follow-up

Next steps

Update the deal

What Performy already handled

CRM contextUpdated

Follow-upReady to send

Next stepDefined

OpportunityUpdated

Next callYou arrive with the context of the last conversation.

The problem

Every call leaves work behind.

The cost of a meeting doesn't end when you hang up.

Every call leaves work behind

Notes

CRM

Follow-up

Next steps

Update opportunity

SellingGets pushed back

What Performy sees

What was said, turned into context.

Buyer“We need Finance approval.”

StakeholderFinance

Buyer“We'll review it Thursday with the team.”

Next stepMeeting on Thursday

Buyer“Budget is our biggest concern.”

ObjectionBudget

The action

Do your job. Performy does the rest.

CRMContext updated.

The opportunity reflects what was said, without you typing it.

Follow-upMessage drafted.

Based on the real conversation, ready to review and send.

Next stepDefined before the next call.

You know what's missing and with whom.

In your day to day

How it fits between one call and the next.

During the call

Performy records and transcribes. You talk.

When you hang up

Context, follow-up and next step are ready.

Before the next one

You pick up where you left off, with what was said.

In the CRM

The opportunity is updated with what happened in the conversation.

Outcome

From admin work to the next conversation.

Before

Notes, CRM and follow-up by hand after every call.

With Performy

Context, follow-up and next step ready when you hang up.