Refinably
CLONE YOUR CLOSES
Refinably's AI engine empowers sales teams to know exactly what action needs to be taken next and why
Get started in <60 seconds
Analyze best practices
Save time and close more
Cleaner data for all
What is Refinably?
Your Sales Sidekick
Refinably analyzes, processes, and learns from your historical and real time sales data to intelligently recommend and route what action needs to be taken next and why.
Take your focus off of micro-managing the data and on to managing the deal. Goodbye complicated workflows, forgotten dashboards and bad data. Hello pipeline peace of mind.
How It Works
1
Connect in seconds
Uncover what steps and updates lead to winning deals. Quick, simple and secure.
2
Take action
Intelligent and actionable insights delivered to you directly in Salesforce or Slack.
3
Close more deals
Keep your manager off your back and stop worrying about what you need to do next, we’ll show you.
Insights
Discover what's important
Within seconds we analyze your Salesforce data to understand what actions yielded the best outcomes and empower you to mirror those steps to close more deals. Think of Refinably as your personal SalesOps sidekick!
- Data driven insights
- Close more deals
Actions
Work smarter
Refinably automatically uncovers and routes the next best action needed. Update fields directly within an alert and collaborate or assign tasks on any Salesforce field. No configuration, no tab or tool switching and no guessing.
- Smarter processes
- Save time
Analytics
Track improvement
More visibility into the way your team is working and how your processes are impacting your pipeline data. Uncover which reps are struggling with pipeline hygiene and what opportunities continue to cause issues.
- Health scoring
- Cleaner data
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