チャットボットソリューションをお探しですか?Expertise Liveへ

Run expert GTM skills tobook more meetings

アカウントエグゼクティブの1週間の70%は、CRMの更新、商談準備、フォローアップに消えていきます。Expertiseがそのすべてを担うので、あなたは商談に集中できます。

クレジットカード不要

Access Group
Viventium
Safe Software
Processfusion
Naturgy
Nevvon

Browse skills for every part of the funnel

  • Sample result
    CRM health scorecard
    CategoryIssue DescriptionAffected Records
    Pipeline RiskOpportunities with a close date in the past18
    Data QualityOpen opportunities missing 'Next Step' field42
    Pipeline RiskDeals in late stage with no activity in 30+ days9
    Data QualityContacts with no logged activity in 90+ days213
    Data QualityAccounts missing industry classification88

    A CRM health scorecard identifying data quality and pipeline risks.

  • Sample result
    Weekly pipeline digest
    Weekly Pipeline Digest: Week of Oct 14
    To:Priya Singh

    Hi Priya, Here is my pipeline summary for the week of October 14th. Overall Snapshot: - 8 open deals - Total pipeline value: $245,000 This Week's Momentum: - Bramble Systems ($65k): Moved to 'Proposal Presented'. We reviewed the custom integration plan with their Clinic Director, Zara Lindqvist. Awaiting their final review. - Aspen Grove Wellness ($30k): New deal created. Initial discovery call is scheduled for Wednesday. Watchlist: - Veridian Health Clinics ($40k): Stalled i…

    A weekly pipeline digest summarizing your open HubSpot deals' progress, risks, and priorities.

  • Sample result
    Prioritized list of website visitors
    CompanyContactIntent Score
    Keystone NetworksBastian Silva, Head of Ops92
    SmileBright CentersDr. Anya Sharma, Clinical Dir.71
    New Horizons DentalCarla Ruiz, Practice Mgr65
    OrthoPartners Inc.Leo Valdez, IT Manager58
    Affinity Dental(anonymous)23

    A prioritized list of recent website visitors, scored and sorted by buying intent.

  • Sample result
    Draft a post-meeting follow-up
    Following up on our LexiSoft Solutions discussion
    To:Marisol Delgado

    Hi Marisol and Liam, Thank you for your time today to discuss Everton Group's document management needs. It was great to learn more about your goals for streamlining e-discovery and contract lifecycle management. As a quick recap, we discussed: - The challenges with your current manual review process. - How LexiSoft's AI-powered search can reduce discovery time by up to 40%. - The security and compliance features of our platform. As promised, our next step is for me to send o…

    A post-meeting follow-up email with a compliance archive copy, ready to send.

  • Sample result
    Daily motivational email
    A thought for the week
    To:Sales Team

    Team, As we push on our Q3 goals, especially with key accounts like Tarn Group, I wanted to share a thought on focus. There's a great quote from Bruce Lee: "The successful warrior is the average man, with laser-like focus." It’s not about superhuman effort, but about directing our energy where it counts most. Let's be warriors this week. What's the one thing you can do today to move a deal forward? Let's get it. Alex

    A daily motivational email with a fresh quote to keep your team focused and energized.

  • Sample result
    #ae-alerts
    ExpertiseApp9:15 AM
    High-intent activity from Brixton Holdings on the project financing page.
    Account:Brixton Holdings
    Contact:Dimitri Osei
    Signal:Viewed 'Commercial Solar Financing' page for 3m 15s
    CRM Status:Open Opp (Q3 Expansion, Stage: Proposal)
    Owner:Ava Singh
    Recommendation:Send follow-up about new financing options.
    1

    A drafted follow-up and Slack alert for any high-intent website visitor.

  • Sample result
    Sample result coming soon

    Find the sharpest outbound wedge for a named account: the most credible problem to lead with, why it should resonate, and the best persona to target first. Built for targeted outreach, account research, and personalization.

  • Sample result
    Draft a global outreach email
    Idea for Rivet Dynamics' fleet operations
    To:Oskar Osei

    Hi Oskar, I saw that Rivet Dynamics manages a significant commercial vehicle fleet across the UK. Companies like yours are often looking for ways to reduce fuel consumption and streamline maintenance schedules without disrupting routes. Our platform helps fleet managers get a real-time view of vehicle health and driver performance, typically cutting fuel costs by 15% in the first six months. Is optimizing your fleet's operational costs a priority for you right now? Best, Jenn…

    A ready-to-send email to a new global prospect who is in their business hours right now.

  • Sample result
    Sample result coming soon

    Tracks replies and bounces to specific campaign emails by reading Folk interactions first, logging new notes on matching Folk contacts, and producing a daily reply digest. Falls back to Gmail only if Folk interactions cannot be read.

仕組み

3つのステップ。 あとは自動で動く。

01

やりたいことを、普通の言葉で。

プロンプトエンジニアリングは不要。アシスタントに説明するように作業を伝えるだけで、Expertiseが数秒でエージェント型ワークフローに変換します。

02

スタックをつなぐ。

普段使っているツールとワンクリックで連携:CRM、受信トレイ、カレンダー、Slack、LinkedIn。Expertiseがあなたに代わって読み書きします。

03

あなたが売っている間に動く。

Expertiseはワークフローをバックグラウンドで実行し、結果を見守り、人の判断が必要なものだけ承認を求めます。あとは勝手に片付きます。

DP

Devin Parkがスキルを作成

Funding Signal Prospecting

Signal Prospecting
接続
CRM or sheetContact data
実行準備完了

チームの誰でもワンクリックでインストールして実行できます。

チームが実行中

AR

Ana Reyes

SDR

実行中
ML

Marcus Lee

アカウントエグゼクティブ

実行中
PN

Priya Nair

セールスマネージャー

実行中

+12人のメンバーもこのスキルを実行中

一度作れば、チーム全員で

スキルを共有。チームはすぐに実行できます。

スキルはチームの接続情報、設定、動作ロジックまで、すべてを持ち運びます。リンクを開いた仲間は何も作り直すことなく、数秒で実行に移れます。

  • スキルごとに共有リンクは1つ
  • チームの接続と設定を引き継ぐ
  • 利用者が1人でも50人でも同じように動作

連携

今お使いのスタックにそのままつながる。

スキルは主要なCRM、マーケティングプラットフォーム、データソース、ワークスペースツールすべてに接続します。実行するプレイは、チームが日々使っているシステムを読み書きします。

MarketoOutreachClayPipedriveIntercomZoomSalesloft+100以上
Expertise
Salesforce
HubSpot
Slack
Gong
Gmail
Apollo

Results from the teams already running it

Circuit Electric

Within 60 Days of launch, we saw 22.33% reduction in tickets.

Félix Normandin

Félix Normandin

Team Lead & CX, Electric Circuit

Holistiplan

We captured so many leads that we otherwise wouldn't have without the bot.

Renan Ronchi

Renan Ronchi

Lifecycle Marketing Manager, Holistiplan

David Sklar & Associates

We got 5x ROI in revenue by deploying Expertise, just from after hours

Archit Gupta

Archit Gupta

Operations Coordinator, David Sklar & Associates

401GO

What I was pleasantly surprised to find is that Expertise AI was actually better than the HubSpot chatbot at a lower cost.

Jared Twitchell

Jared Twitchell

VP of Digital Enablement, 401GO

Gutterglove

We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.

Logan Ollinger

Logan Ollinger

Customer Experience Manager, Gutterglove

SafeCheck

I would recommend it to everyone, except a competitor.

Domenic Pedulla

President, SafeCheck

Swimmingly

So far, we're holding at like a 90–95% resolution rate, which is a significant increase.

Kelly Ksiazek

Kelly Ksiazek

Customer Success Manager, Swimmingly

Excel High School

I have been impressed. I think you guys did such an amazing job. I cannot speak highly enough.

Rachel Bjerstedt

Rachel Bjerstedt

HubSpot Power User, Excel High School

Solimar

AI Agent answers instantly and drives conversions with timely live handoffs.

Mary Ann Rowan

Mary Ann Rowan

Chief Experience Officer, Solimar Systems

Solimar

Beyond leads, AI builds trust by giving real answers when needed.

Petra Diener

Petra Diener

AI Consultant, Solimar Systems

Anchain

We saw an 84% lift in chat-to-lead conversion rate.

Victor Fang

Victor Fang

CEO, AnChain.AI

4kraft

We saw the AI agent influence 593 transactions worth over $100,000 in revenue in just one month.

Leszek Krysieniel

Leszek Krysieniel

CEO, 4kraft

レベニューチーム全員のために

あらゆるモーションに対応する100以上のスキルを、8,000人以上のオペレーターが実行中。役割を選んで、あなたの働き方に合ったスキルを試してみてください。

チケットではなくプレイを届ける

エンリッチメント、シグナル、アウトバウンドをスタック全体につなぐプレイを、ゼロから作らずにインストール。実証済みのプレイを数分で自分のモーションに合わせ、共有設定で全担当者に展開できます。

  • Sample result
    Build a prospecting list
    CompanyContact NameTitle
    Tarn WorksSofia OseiVP of Operations
    Axle LogisticsBen CarterSupply Chain Manager
    Momentum FreightClara DaneDirector of Warehouse Automation
    Stellara GroupRajiv SinghHead of Fulfillment

    A target account list, key contacts, and a personalized outbound email draft.

オペレーターの皆さんへ

成果の出るスキルを作りましたか?
Expertiseで公開しましょう。

実証済みのプレイをパッケージ化し、数千のGTMチームに届けましょう。

エンタープライズグレードのセキュリティ・プライバシーに支えられて

Expertise AIはSOC 2 Type IIおよびGDPRに準拠しており、クラス最高のサポートとプライバシーを提供します。これには最先端の暗号化によるデータの完全な保護が含まれます

  • グローバルにビジネスを拡大 - 地域規制への準拠は私たちにお任せください
  • エンドツーエンド暗号化とすべての顧客データへの厳格なアクセス制御
  • オプトアウトとDNCサポートでお客様ベースをサポート
GDPR
SOC 2CCPA compliant

プレイを作るのはもう終わり。
実行を始めよう。

最初のスキルを数秒でインストールし、今日中にチーム全体へ展開しましょう。

クレジットカード不要